Coldstream Capital Management
EFOR icon

Coldstream Capital Management’s Everforth Inc EFOR Stock Holding History

Coldstream Capital Management’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 		$271K Buy
+15,150
New +$370K ﹤0.01% 1012
2025
Q2 		– Sell
-3,004
Closed -$189K – 1273
2025
Q1 		$189K Sell
3,004
-268
-8% -$20.6K ﹤0.01% 1029
2024
Q4 		$273K Sell
3,272
-126
-4% -$11.5K 0.01% 869
2024
Q3 		$317K Buy
3,398
+11
+0.3% +$1.02K 0.01% 812
2024
Q2 		$299K Buy
3,387
+23
+0.7% +$2.2K 0.01% 758
2024
Q1 		$352K Buy
3,364
+23
+0.7% +$2.22K 0.01% 697
2023
Q4 		$321K Buy
3,341
+510
+18% +$44.5K 0.01% 679
2023
Q3 		$231K Buy
2,831
+59
+2% +$4.7K 0.01% 701
2023
Q2 		$210K Buy
2,772
+59
+2% +$4.24K 0.01% 774
2023
Q1 		$224K Buy
2,713
+34
+1% +$2.95K 0.01% 737
2022
Q4 		$218K Buy
+2,679
New +$235K 0.01% 735
2022
Q2 		$254K Sell
2,817
-79
-3% -$8.1K 0.01% 623
2022
Q1 		$338K Buy
2,896
+42
+1% +$4.76K 0.01% 520
2021
Q4 		$352K Buy
+2,854
New +$349K 0.01% 552

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

Coldstream Capital Management's EFOR Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 15,150 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in EFOR as recently as Q1 2025.

Coldstream Capital Management first reported a position in EFOR in Q4 2021 and has held it in 14 quarters since. The position peaked at $352K in Q1 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Coldstream Capital Management held 15,150 shares of Everforth Inc worth $271K as of Q2 2026.
  • Everforth Inc was a new Coldstream Capital Management position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1012 holding.
  • Coldstream Capital Management first reported a position in Everforth Inc in Q4 2021 and has held it in 14 quarters since.
  • Coldstream Capital Management's Everforth Inc position peaked at $352K in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.