Empirical Wealth Management’s EverQuote EVER Stock Holding History

Empirical Wealth Management’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$726K	Buy	30,514 +4,569	+18%	+$83.7K	0.01%	515
2026 Q1	$400K	Buy	25,945 +12,335	+91%	+$233K	0.01%	671
2025 Q4	$367K	Buy	13,610 +1,307	+11%	+$31.7K	0.01%	624
2025 Q3	$281K	Buy	+12,303	New	+$297K	0.01%	632

Other funds holding EVER

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Empirical Wealth Management's EVER Position: Q2 2026 in Review

Empirical Wealth Management increased its EverQuote (EVER) stake by 18% in Q2 2026, buying an estimated $83.7K and bringing the position to 30,514 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #515.

Empirical Wealth Management first reported a position in EVER in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Empirical Wealth Management held 30,514 shares of EverQuote worth $726K as of Q2 2026.
Empirical Wealth Management bought 4,569 EverQuote shares in Q2 2026, an estimated $83.7K.
EverQuote made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #515 holding.
Empirical Wealth Management first reported a position in EverQuote in Q3 2025 and has held it in 4 quarters since.
42 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.