Position in GHC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$170,069
-$51,953 QoQ
Shares Held
149
-29.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 337 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GHC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,525,084 across 18 Conglomerates names. GHC ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
3,672 | $594,528 | |
| 2 | HON |
Honeywell International Inc
|
1,721 | $385,326 | |
| 3 | VMI |
Valmont Industries Inc
|
310 | $179,054 | |
| 4 | GHC |
Graham Holdings Co
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|
149 | $170,069 | |
| 5 | DLX |
Deluxe Corp
|
2,450 | $58,503 | |
| 6 | OTTR |
Otter Tail Corp
|
504 | $45,344 | |
| 7 | CODI |
Compass Diversified Holdings
|
2,022 | $21,552 | |
| 8 | PAM |
Pampa Energy Inc.
|
193 | $15,849 |
All Filings in GHC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,069 | 149 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $222,022 | 210 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $206,534 | 188 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $213,091 | 181 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $162,740 | 172 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $87,435 | 91 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $76,725 | 88 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,736 | 80 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $91,640 | 131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $99,030 | 129 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $88,458 | 127 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $74,041 | 127 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $72,577 | 127 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $75,671 | 127 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $76,734 | 127 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $68,323 | 127 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $71,988 | 127 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $77,656 | 127 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||