Corient Private Wealth
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Corient Private Wealth’s EverQuote EVER Stock Holding History

Corient Private Wealth’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 		$1.88M Buy
79,174
+36,461
+85% +$668K ﹤0.01% 1432
2026
Q1 		$659K Buy
+42,713
New +$808K ﹤0.01% 1877

Other funds holding EVER

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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

Corient Private Wealth's EVER Position: Q2 2026 in Review

Corient Private Wealth increased its EverQuote (EVER) stake by 85% in Q2 2026, buying an estimated $668K and bringing the position to 79,174 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Corient Private Wealth first reported a position in EVER in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Corient Private Wealth held 79,174 shares of EverQuote worth $1.88M as of Q2 2026.
  • Corient Private Wealth bought 36,461 EverQuote shares in Q2 2026, an estimated $668K.
  • EverQuote made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1432 holding.
  • Corient Private Wealth first reported a position in EverQuote in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.