Creative Planning
EVER icon

Creative Planning’s EverQuote EVER Stock Holding History

Creative Planning’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 		$3.16M Buy
132,637
+75,363
+132% +$1.38M ﹤0.01% 1741
2026
Q1 		$883K Buy
57,274
+26,821
+88% +$507K ﹤0.01% 2564
2025
Q4 		$822K Buy
30,453
+16,549
+119% +$401K ﹤0.01% 2446
2025
Q3 		$318K Buy
13,904
+3,378
+32% +$81.6K ﹤0.01% 3095
2025
Q2 		$255K Buy
10,526
+2,576
+32% +$61K ﹤0.01% 3040
2025
Q1 		$208K Buy
7,950
+7,869
+9,715% +$180K ﹤0.01% 3036
2024
Q4 		$1.62K Buy
+81
New +$1.53K ﹤0.01% 3481
2022
Q3 		– Sell
-14,983
Closed -$132K – 2359
2022
Q2 		$132K Buy
+14,983
New +$171K ﹤0.01% 1939

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

Creative Planning's EVER Position: Q2 2026 in Review

Creative Planning increased its EverQuote (EVER) stake by 132% in Q2 2026, buying an estimated $1.38M and bringing the position to 132,637 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Creative Planning first reported a position in EVER in Q2 2022 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Creative Planning held 132,637 shares of EverQuote worth $3.16M as of Q2 2026.
  • Creative Planning bought 75,363 EverQuote shares in Q2 2026, an estimated $1.38M.
  • EverQuote made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1741 holding.
  • Creative Planning first reported a position in EverQuote in Q2 2022 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.