DiNuzzo Private Wealth’s Everforth Inc EFOR Stock Holding History

DiNuzzo Private Wealth’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	-2	Closed	-$78	–	1349
2026 Q1	$78	Buy	2 +1	+100%	+$45	﹤0.01%	1287
2025 Q4	$49	Hold	1	–	–	﹤0.01%	1338
2025 Q3	$55	Hold	1	–	–	﹤0.01%	1340
2025 Q2	$50	Sell	1 -4	-80%	-$219	﹤0.01%	1331
2025 Q1	$316	Sell	5 -6	-55%	-$462	﹤0.01%	1172
2024 Q4	$917	Hold	11	–	–	﹤0.01%	879
2024 Q3	$1.03K	Sell	11 -1	-8%	-$93	﹤0.01%	845
2024 Q2	$1.06K	Sell	12 -1	-8%	-$96	﹤0.01%	776
2024 Q1	$1.36K	Buy	13 +2	+18%	+$193	﹤0.01%	617
2023 Q4	$1.06K	Buy	+11	New	+$961	﹤0.01%	680

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

DiNuzzo Private Wealth's EFOR Position: Q2 2026 in Review

DiNuzzo Private Wealth sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 2 shares — an estimated $78 sold.

DiNuzzo Private Wealth first reported a position in EFOR in Q4 2023 and held it in 10 quarters. The position peaked at $1.36K in Q1 2024. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

DiNuzzo Private Wealth reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
DiNuzzo Private Wealth sold 2 Everforth Inc shares in Q2 2026, an estimated $78.
DiNuzzo Private Wealth first reported a position in Everforth Inc in Q4 2023 and held it in 10 quarters.
DiNuzzo Private Wealth's Everforth Inc position peaked at $1.36K in Q1 2024.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.