2Xideas’s Everforth Inc EFOR Stock Holding History

2Xideas’s Portfolio EFOR Stock Details EFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,939	Closed	-$694K	–	49
2026 Q1	$694K	Sell	17,939 -34,435	-66%	-$1.53M	0.27%	47
2025 Q4	$2.52M	Buy	52,374 +21,599	+70%	+$996K	0.71%	41
2025 Q3	$1.46M	Buy	+30,775	New	+$1.57M	0.31%	55

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

2Xideas's EFOR Position: Q2 2026 in Review

2Xideas sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 17,939 shares — an estimated $694K sold.

2Xideas first reported a position in EFOR in Q3 2025 and held it in 3 quarters. The position peaked at $2.52M in Q4 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

2Xideas reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
2Xideas sold 17,939 Everforth Inc shares in Q2 2026, an estimated $694K.
2Xideas first reported a position in Everforth Inc in Q3 2025 and held it in 3 quarters.
2Xideas's Everforth Inc position peaked at $2.52M in Q4 2025.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on 2Xideas's 13F filing for Q2 2026, filed 14 Aug 2026.