CAM
EFOR

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cresset Asset Management's EFOR Position: Q1 2026 in Review

Cresset Asset Management increased its Everforth Inc (EFOR) stake by 0.65% in Q1 2026, buying an estimated $2.94K and bringing the position to 10,149 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Cresset Asset Management first reported a position in EFOR in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.03M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Cresset Asset Management held 10,149 shares of Everforth Inc worth $393K as of Q1 2026.
  • Cresset Asset Management bought 66 Everforth Inc shares in Q1 2026, an estimated $2.94K.
  • Everforth Inc made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1170 holding.
  • Cresset Asset Management first reported a position in Everforth Inc in Q2 2020 and has held it in 24 quarters since.
  • Cresset Asset Management's Everforth Inc position peaked at $6.03M in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.