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Clearstead Advisors’s EverQuote EVER Stock Holding History

Clearstead Advisors’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09K Buy
+172
New +$3.15K ﹤0.01% 2249
2026
Q1 		– Sell
-1,997
Closed -$53.9K – 2442
2025
Q4 		$53.9K Buy
1,997
+826
+71% +$20K ﹤0.01% 1377
2025
Q3 		$26.8K Buy
1,171
+164
+16% +$3.96K ﹤0.01% 1512
2025
Q2 		$24.4K Buy
+1,007
New +$23.9K ﹤0.01% 1537

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's EVER Position: Q2 2026 in Review

Clearstead Advisors opened a new position in EverQuote (EVER) in Q2 2026: 172 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #2249 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EVER as recently as Q4 2025.

Clearstead Advisors first reported a position in EVER in Q2 2025 and has held it in 4 quarters since. The position peaked at $53.9K in Q4 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Clearstead Advisors held 172 shares of EverQuote worth $4.09K as of Q2 2026.
  • EverQuote was a new Clearstead Advisors position in Q2 2026.
  • EverQuote made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2249 holding.
  • Clearstead Advisors first reported a position in EverQuote in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's EverQuote position peaked at $53.9K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

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