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Essential Partners’s EverQuote EVER Stock Holding History

Essential Partners’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
Q3 		$5.82K Hold
290
– – ﹤0.01% 1438
2026
Q2 		$6.9K Buy
290
+18
+7% +$330 ﹤0.01% 1384
2026
Q1 		$4.19K Sell
272
-3,336
-92% -$63.1K ﹤0.01% 1662
2025
Q4 		$97.4K Sell
3,608
-199
-5% -$4.82K 0.03% 449
2025
Q3 		$87.1K Buy
3,807
+337
+10% +$8.14K 0.03% 464
2025
Q2 		$83.9K Buy
+3,470
New +$82.2K 0.03% 375

Other funds holding EVER

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's EVER Position: Q3 2026 in Review

Essential Partners held its EverQuote (EVER) position steady in Q3 2026 at 290 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Essential Partners first reported a position in EVER in Q2 2025 and has held it in 6 quarters since. The position peaked at $97.4K in Q4 2025. 12 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

  • Essential Partners held 290 shares of EverQuote worth $5.82K as of Q3 2026.
  • Essential Partners left its EverQuote share count unchanged in Q3 2026.
  • EverQuote made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1438 holding.
  • Essential Partners first reported a position in EverQuote in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's EverQuote position peaked at $97.4K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.