CA
EFOR

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
Q2 		$2.04K Buy
+114
New +$2.79K ﹤0.01% 2477
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 Hold
350
– – ﹤0.01% 838
2023
Q3 		$28.6K Hold
350
– – ﹤0.01% 830
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
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 $3.37T AUM 44.26% 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

Clearstead Advisors's EFOR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Everforth Inc (EFOR) in Q2 2026: 114 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #2477 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EFOR as recently as Q4 2025.

Clearstead Advisors first reported a position in EFOR in Q4 2021 and has held it in 15 quarters since. The position peaked at $196K in Q4 2021. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Clearstead Advisors held 114 shares of Everforth Inc worth $2.04K as of Q2 2026.
  • Everforth Inc was a new Clearstead Advisors position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2477 holding.
  • Clearstead Advisors first reported a position in Everforth Inc in Q4 2021 and has held it in 15 quarters since.
  • Clearstead Advisors's Everforth Inc position peaked at $196K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.