EP
EFOR

Essential Partners’s Everforth Inc EFOR Stock Holding History

Essential 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 		$715 Sell
40
-320
-89% -$7.82K ﹤0.01% 2380
2026
Q1 		$13.9K Sell
360
-263
-42% -$11.7K ﹤0.01% 1081
2025
Q4 		$30K Sell
623
-10
-2% -$461 0.01% 765
2025
Q3 		$30K Buy
633
+475
+301% +$24.2K 0.01% 754
2025
Q2 		$7.89K Buy
+158
New +$8.63K ﹤0.01% 912

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Partners's EFOR Position: Q2 2026 in Review

Essential Partners reduced its Everforth Inc (EFOR) stake by 89% in Q2 2026, selling an estimated $7.82K and leaving 40 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Essential Partners first reported a position in EFOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $30K in Q4 2025. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Essential Partners held 40 shares of Everforth Inc worth $715 as of Q2 2026.
  • Essential Partners sold 320 Everforth Inc shares in Q2 2026, an estimated $7.82K.
  • Everforth Inc made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2380 holding.
  • Essential Partners first reported a position in Everforth Inc in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Everforth Inc position peaked at $30K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.