EP
EFOR

Edgestream Partners’s Everforth Inc EFOR Stock Holding History

Edgestream Partners’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 		– Sell
-39,751
Closed -$1.91M – 881
2025
Q4 		$1.91M Buy
39,751
+13,319
+50% +$614K 0.05% 547
2025
Q3 		$1.25M Sell
26,432
-61,797
-70% -$3.15M 0.04% 603
2025
Q2 		$4.41M Buy
+88,229
New +$4.82M 0.12% 326
2024
Q4 		– Sell
-2,559
Closed -$239K – 853
2024
Q3 		$239K Buy
+2,559
New +$237K 0.01% 788
2023
Q4 		– Sell
-5,459
Closed -$446K – 826
2023
Q3 		$446K Buy
+5,459
New +$435K 0.04% 616

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

Edgestream Partners's EFOR Position: Q1 2026 in Review

Edgestream Partners sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 39,751 shares — an estimated $1.91M sold.

Edgestream Partners first reported a position in EFOR in Q3 2023 and held it in 5 quarters. The position peaked at $4.41M in Q2 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Edgestream Partners reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 39,751 Everforth Inc shares in Q1 2026, an estimated $1.91M.
  • Edgestream Partners first reported a position in Everforth Inc in Q3 2023 and held it in 5 quarters.
  • Edgestream Partners's Everforth Inc position peaked at $4.41M in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.