Cerity Partners
EFOR icon

Cerity Partners’s Everforth Inc EFOR Stock Holding History

Cerity 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
Q2 		$647K Buy
36,230
+5,636
+18% +$138K ﹤0.01% 2277
2026
Q1 		$1.18M Buy
30,594
+23,766
+348% +$1.06M ﹤0.01% 1770
2025
Q4 		$329K Sell
6,828
-609
-8% -$28.1K ﹤0.01% 2357
2025
Q3 		$352K Buy
+7,437
New +$379K ﹤0.01% 2182

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's EFOR Position: Q2 2026 in Review

Cerity Partners increased its Everforth Inc (EFOR) stake by 18% in Q2 2026, buying an estimated $138K and bringing the position to 36,230 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Cerity Partners first reported a position in EFOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Cerity Partners held 36,230 shares of Everforth Inc worth $647K as of Q2 2026.
  • Cerity Partners bought 5,636 Everforth Inc shares in Q2 2026, an estimated $138K.
  • Everforth Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2277 holding.
  • Cerity Partners first reported a position in Everforth Inc in Q3 2025 and has held it in 4 quarters since.
  • Cerity Partners's Everforth Inc position peaked at $1.18M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

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