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Stoneridge shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Stoneridge (SRI) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Stoneridge

Tip: Access up to 7 years of quarterly data

All positions including Stoneridge held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stoneridge by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5k 454 7.62
2025-06-30 $7.4k 1.1k 7.04
2025-03-31 $1.5k 328 4.67
2024-12-31 $7.5k 1.2k 6.27
2024-03-31 $1.6k 104 14.98
2021-12-31 $2.0k 110 18.18

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View all positions for EverSource Wealth Advisors

Top funds holding Stoneridge

22NW
Vanguard Group
Dimensional Fund Advisors
Ewing Morris & Co. Investment Partners
BlackRock
Millennium Management
AYAL Capital Advisors
Federated Investors
Royce & Associates
Arrowpoint Asset Management
Acadian Asset Management
D. E. Shaw & Co
American Century Companies
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding Stoneridge