Clearstead Advisors’s Everforth Inc EFOR Stock Holding History

Clearstead Advisors’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	-352	Closed	-$17K	–	2290
2025 Q4	$17K	Buy	352 +56	+19%	+$2.58K	﹤0.01%	1762
2025 Q3	$14K	Buy	296 +210	+244%	+$10.7K	﹤0.01%	1800
2025 Q2	$4.29K	Buy	86 +79	+1,129%	+$4.32K	﹤0.01%	2158
2025 Q1	$442	Buy	+7	New	+$539	﹤0.01%	2081
2024 Q2	–	Sell	-338	Closed	-$33.5K	–	2027
2024 Q1	$33.5K	Sell	338 -12	-3%	-$1.16K	﹤0.01%	853
2023 Q4	$33.7K	Sell	350 -350	-50%	-$30.6K	﹤0.01%	838
2023 Q3	$57.2K	Buy	700 +350	+100%	+$27.9K	﹤0.01%	862
2023 Q2	$26.5K	Hold	350	–	–	﹤0.01%	851
2023 Q1	$28.9K	Hold	350	–	–	﹤0.01%	780
2022 Q4	$28.5K	Hold	350	–	–	﹤0.01%	734
2022 Q3	$32K	Hold	350	–	–	﹤0.01%	693
2022 Q2	$32K	Sell	350 -635	-64%	-$65.1K	﹤0.01%	709
2022 Q1	$115K	Sell	985 -600	-38%	-$68K	0.01%	519
2021 Q4	$196K	Buy	+1,585	New	+$194K	0.01%	395

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

Clearstead Advisors's EFOR Position: Q1 2026 in Review

Clearstead Advisors sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 352 shares — an estimated $17K sold.

Clearstead Advisors first reported a position in EFOR in Q4 2021 and held it in 14 quarters. The position peaked at $196K in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Clearstead Advisors reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 352 Everforth Inc shares in Q1 2026, an estimated $17K.
Clearstead Advisors first reported a position in Everforth Inc in Q4 2021 and held it in 14 quarters.
Clearstead Advisors's Everforth Inc position peaked at $196K in Q4 2021.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.