Avion Wealth’s EverQuote EVER Stock Holding History

Avion Wealth’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	$1K	Buy	71 +33	+87%	+$605	﹤0.01%	1225
2026 Q1	$0	Buy	+38	New	+$719	﹤0.01%	1345

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

Avion Wealth's EVER Position: Q2 2026 in Review

Avion Wealth increased its EverQuote (EVER) stake by 87% in Q2 2026, buying an estimated $605 and bringing the position to 71 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Avion Wealth first reported a position in EVER in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Avion Wealth held 71 shares of EverQuote worth $1K as of Q2 2026.
Avion Wealth bought 33 EverQuote shares in Q2 2026, an estimated $605.
EverQuote made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1225 holding.
Avion Wealth first reported a position in EverQuote in Q1 2026 and has held it in 2 quarters since.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.