Bridgewater Associates’s Everforth Inc EFOR Stock Holding History

Bridgewater Associates’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	–	Sell	-119,380	Closed	-$5.75M	–	1014
2025 Q4	$5.75M	Buy	119,380 +9,377	+9%	+$432K	0.02%	490
2025 Q3	$5.21M	Buy	110,003 +90,687	+469%	+$4.63M	0.02%	489
2025 Q2	$964K	Sell	19,316 -21,514	-53%	-$1.18M	﹤0.01%	474
2025 Q1	$2.57M	Buy	+40,830	New	+$3.14M	0.01%	430
2024 Q4	–	Sell	-12,329	Closed	-$1.15M	–	697
2024 Q3	$1.15M	Sell	12,329 -27,824	-69%	-$2.58M	0.01%	579
2024 Q2	$3.54M	Buy	+40,153	New	+$3.84M	0.02%	423
2023 Q4	–	Sell	-25,211	Closed	-$2.06M	–	750
2023 Q3	$2.06M	Buy	25,211 +21,720	+622%	+$1.73M	0.01%	496
2023 Q2	$264K	Buy	+3,491	New	+$251K	﹤0.01%	681

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bridgewater Associates's EFOR Position: Q1 2026 in Review

Bridgewater Associates sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 119,380 shares — an estimated $5.75M sold.

Bridgewater Associates first reported a position in EFOR in Q2 2023 and held it in 8 quarters. The position peaked at $5.75M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Bridgewater Associates reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
Bridgewater Associates sold 119,380 Everforth Inc shares in Q1 2026, an estimated $5.75M.
Bridgewater Associates first reported a position in Everforth Inc in Q2 2023 and held it in 8 quarters.
Bridgewater Associates's Everforth Inc position peaked at $5.75M in Q4 2025.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.