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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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 Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 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. 14 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.
14 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.