Ameriprise’s EverQuote EVER Stock Holding History

Ameriprise’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.51M	Buy	231,683 +7,044	+3%	+$129K	﹤0.01%	2478
2026 Q1	$3.46M	Sell	224,639 -631,798	-74%	-$11.9M	﹤0.01%	2673
2025 Q4	$23.1M	Buy	856,437 +681,063	+388%	+$16.5M	0.01%	1299
2025 Q3	$4.01M	Buy	175,374 +77,254	+79%	+$1.87M	﹤0.01%	2593
2025 Q2	$2.37M	Buy	+98,120	New	+$2.32M	﹤0.01%	2848
2024 Q4	–	Sell	-32,448	Closed	-$684K	–	4106
2024 Q3	$684K	Sell	32,448 -8,996	-22%	-$206K	﹤0.01%	3374
2024 Q2	$865K	Buy	+41,444	New	+$876K	﹤0.01%	3210
2021 Q3	–	Sell	-1,573,631	Closed	-$51.4M	–	3883
2021 Q2	$51.4M	Buy	1,573,631 +384,558	+32%	+$12.8M	0.02%	792
2021 Q1	$43.2M	Buy	1,189,073 +93,685	+9%	+$3.99M	0.01%	833
2020 Q4	$40.9M	Buy	1,095,388 +151,843	+16%	+$5.75M	0.01%	836
2020 Q3	$36.5M	Buy	943,545 +434,509	+85%	+$19.6M	0.01%	766
2020 Q2	$29.6M	Buy	509,036 +71,443	+16%	+$3.36M	0.01%	848
2020 Q1	$11.5M	Buy	+437,593	New	+$15.4M	0.01%	1292
2018 Q4	–	Sell	-51,090	Closed	-$759K	–	3685
2018 Q3	$759K	Sell	51,090 -5,670	-10%	-$86K	﹤0.01%	3174
2018 Q2	$1.03M	Buy	+56,760	New	+$1.03M	﹤0.01%	3011

Other funds holding EVER

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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

Ameriprise's EVER Position: Q2 2026 in Review

Ameriprise increased its EverQuote (EVER) stake by 3.1% in Q2 2026, buying an estimated $129K and bringing the position to 231,683 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Ameriprise first reported a position in EVER in Q2 2018 and has held it in 15 quarters since. The position peaked at $51.4M in Q2 2021. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Ameriprise held 231,683 shares of EverQuote worth $5.51M as of Q2 2026.
Ameriprise bought 7,044 EverQuote shares in Q2 2026, an estimated $129K.
EverQuote made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2478 holding.
Ameriprise first reported a position in EverQuote in Q2 2018 and has held it in 15 quarters since.
Ameriprise's EverQuote position peaked at $51.4M in Q2 2021.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

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