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 Q2	$5.52M	Buy	+308,870	New	+$7.54M	0.16%	213
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edgestream Partners's EFOR Position: Q2 2026 in Review

Edgestream Partners opened a new position in Everforth Inc (EFOR) in Q2 2026: 308,870 shares worth $5.52M. The stake represents 0.16% of the portfolio and ranks #213 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in EFOR as recently as Q4 2025.

Edgestream Partners first reported a position in EFOR in Q3 2023 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Edgestream Partners held 308,870 shares of Everforth Inc worth $5.52M as of Q2 2026.
Everforth Inc was a new Edgestream Partners position in Q2 2026.
Everforth Inc made up 0.16% of Edgestream Partners's portfolio in Q2 2026, its #213 holding.
Edgestream Partners first reported a position in Everforth Inc in Q3 2023 and has held it in 6 quarters since.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.