AAP
EFOR

Arax Advisory Partners’s Everforth Inc EFOR Stock Holding History

Arax Advisory Partners’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
Q1 		$7.83K Sell
210
-37
-15% -$1.65K ﹤0.01% 2579
2025
Q4 		$11.9K Sell
247
-5,753
-96% -$265K ﹤0.01% 2380
2025
Q3 		$284K Buy
+6,000
New +$306K ﹤0.01% 1111
2025
Q2 		– Sell
-49
Closed -$3.09K – 3040
2025
Q1 		$3.09K Buy
+49
New +$3.77K ﹤0.01% 1946
2024
Q4 		– Sell
-77
Closed -$7.18K – 2455
2024
Q3 		$7.18K Hold
77
– – ﹤0.01% 1549
2024
Q2 		$6.79K Buy
+77
New +$7.36K ﹤0.01% 1449

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Arax Advisory Partners's EFOR Position: Q1 2026 in Review

Arax Advisory Partners reduced its Everforth Inc (EFOR) stake by 15% in Q1 2026, selling an estimated $1.65K and leaving 210 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Arax Advisory Partners first reported a position in EFOR in Q2 2024 and has held it in 6 quarters since. The position peaked at $284K in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Arax Advisory Partners held 210 shares of Everforth Inc worth $7.83K as of Q1 2026.
  • Arax Advisory Partners sold 37 Everforth Inc shares in Q1 2026, an estimated $1.65K.
  • Everforth Inc made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2579 holding.
  • Arax Advisory Partners first reported a position in Everforth Inc in Q2 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's Everforth Inc position peaked at $284K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.