AC
EFOR

AXQ Capital’s Everforth Inc EFOR Stock Holding History

AXQ Capital’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
2025
Q3 		– Sell
-11,820
Closed -$590K – 579
2025
Q2 		$590K Buy
11,820
+6,736
+132% +$368K 0.19% 171
2025
Q1 		$320K Buy
5,084
+1,258
+33% +$96.8K 0.13% 277
2024
Q4 		$319K Buy
+3,826
New +$349K 0.14% 244
2024
Q1 		– Sell
-2,650
Closed -$255K – 616
2023
Q4 		$255K Buy
+2,650
New +$231K 0.07% 435

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AXQ Capital's EFOR Position: Q3 2025 in Review

AXQ Capital sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 11,820 shares — an estimated $590K sold.

AXQ Capital first reported a position in EFOR in Q4 2023 and held it in 4 quarters. The position peaked at $590K in Q2 2025. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • AXQ Capital reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • AXQ Capital sold 11,820 Everforth Inc shares in Q3 2025, an estimated $590K.
  • AXQ Capital first reported a position in Everforth Inc in Q4 2023 and held it in 4 quarters.
  • AXQ Capital's Everforth Inc position peaked at $590K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on AXQ Capital's 13F filing for Q3 2025, filed 10 Nov 2025.