Covestor
EFOR icon

Covestor’s Everforth Inc EFOR Stock Holding History

Covestor’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
Q3 		$23K Buy
696
+106
+18% +$2.95K 0.01% 1060
2026
Q2 		$11K Buy
590
+467
+380% +$11.4K 0.01% 1483
2026
Q1 		$5K Sell
123
-99
-45% -$4.41K ﹤0.01% 1774
2025
Q4 		$11K Sell
222
-1
-0.4% -$46 0.01% 1510
2025
Q3 		$11K Buy
223
+127
+132% +$6.48K 0.01% 1524
2025
Q2 		$5K Hold
96
– – ﹤0.01% 1744
2025
Q1 		$6K Hold
96
– – ﹤0.01% 1692
2024
Q4 		$8K Sell
96
-105
-52% -$9.6K 0.01% 1625
2024
Q3 		$19K Sell
201
-2
-1% -$186 0.01% 1221
2024
Q2 		$18K Buy
203
+2
+1% +$191 0.01% 1227
2024
Q1 		$21K Sell
201
-20
-9% -$1.93K 0.01% 1196
2023
Q4 		$22K Buy
221
+23
+12% +$2.01K 0.02% 1156
2023
Q3 		$16K Sell
198
-12
-6% -$956 0.01% 1187
2023
Q2 		$16K Sell
210
-859
-80% -$61.8K 0.01% 1224
2023
Q1 		$88K Buy
1,069
+404
+61% +$35K 0.08% 441
2022
Q4 		$54K Sell
665
-46
-6% -$4.04K 0.04% 696
2022
Q3 		$64K Buy
711
+475
+201% +$46.1K 0.06% 590
2022
Q2 		$21K Sell
236
-10
-4% -$1.02K 0.02% 966
2022
Q1 		$29K Buy
246
+145
+144% +$16.4K 0.02% 953
2021
Q4 		$13K Buy
+101
New +$12.4K 0.02% 947

Other funds holding EFOR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Covestor's EFOR Position: Q3 2026 in Review

Covestor increased its Everforth Inc (EFOR) stake by 18% in Q3 2026, buying an estimated $2.95K and bringing the position to 696 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #1060.

Covestor first reported a position in EFOR in Q4 2021 and has held it in 20 quarters since. The position peaked at $88K in Q1 2023. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Covestor held 696 shares of Everforth Inc worth $23K as of Q3 2026.
  • Covestor bought 106 Everforth Inc shares in Q3 2026, an estimated $2.95K.
  • Everforth Inc made up 0.01% of Covestor's portfolio in Q3 2026, its #1060 holding.
  • Covestor first reported a position in Everforth Inc in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Everforth Inc position peaked at $88K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.