Cresset Asset Management
EFOR icon

Cresset Asset Management’s Everforth Inc EFOR Stock Holding History

Cresset Asset 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 		– Sell
-10,149
Closed -$393K – 1754
2026
Q1 		$393K Buy
10,149
+66
+0.7% +$2.94K ﹤0.01% 1170
2025
Q4 		$486K Sell
10,083
-26,519
-72% -$1.22M ﹤0.01% 1082
2025
Q3 		$1.73M Hold
36,602
– – 0.01% 581
2025
Q2 		$1.83M Sell
36,602
-773
-2% -$42.2K 0.01% 521
2025
Q1 		$2.36M Sell
37,375
-15
-0% -$1.16K 0.01% 495
2024
Q4 		$3.12M Sell
37,390
-290
-0.8% -$26.5K 0.01% 441
2024
Q3 		$3.51M Sell
37,680
-79
-0.2% -$7.33K 0.01% 563
2024
Q2 		$3.33M Sell
37,759
-19,801
-34% -$1.89M 0.01% 531
2024
Q1 		$6.03M Buy
57,560
+805
+1% +$77.8K 0.03% 351
2023
Q4 		$5.46M Buy
56,755
+789
+1% +$68.9K 0.03% 320
2023
Q3 		$4.57M Buy
55,966
+18
+0% +$1.43K 0.02% 354
2023
Q2 		$4.23M Buy
55,948
+13,758
+33% +$989K 0.01% 455
2023
Q1 		$3.49M Sell
42,190
-10,000
-19% -$867K 0.07% 162
2022
Q4 		$4.25M Sell
52,190
-851
-2% -$74.6K 0.05% 136
2022
Q3 		$4.79M Buy
53,041
+42,999
+428% +$4.17M 0.06% 131
2022
Q2 		$903K Sell
10,042
-20
-0.2% -$2.05K 0.01% 401
2022
Q1 		$1.18M Hold
10,062
– – 0.01% 362
2021
Q4 		$1.24M Buy
10,062
+69
+0.7% +$8.44K 0.01% 391
2021
Q3 		$1.13M Buy
9,993
+5
+0.1% +$526 0.02% 360
2021
Q2 		$968K Hold
9,988
– – 0.01% 365
2021
Q1 		$953K Hold
9,988
– – 0.02% 316
2020
Q4 		$834K Hold
9,988
– – 0.01% 276
2020
Q3 		$635K Hold
9,988
– – 0.01% 325
2020
Q2 		$666K Buy
+9,988
New +$530K 0.01% 283

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

Cresset Asset Management's EFOR Position: Q2 2026 in Review

Cresset Asset Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 10,149 shares — an estimated $393K sold.

Cresset Asset Management first reported a position in EFOR in Q2 2020 and held it in 24 quarters. The position peaked at $6.03M in Q1 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Cresset Asset Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 10,149 Everforth Inc shares in Q2 2026, an estimated $393K.
  • Cresset Asset Management first reported a position in Everforth Inc in Q2 2020 and held it in 24 quarters.
  • Cresset Asset Management's Everforth Inc position peaked at $6.03M in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

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