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EverSource Wealth Advisors’s EverQuote EVER Stock Holding History

EverSource Wealth Advisors’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 		$38.8K Buy
1,630
+906
+125% +$16.6K ﹤0.01% 1942
2026
Q1 		$11.2K Sell
724
-82
-10% -$1.55K ﹤0.01% 2854
2025
Q4 		$21.8K Sell
806
-160
-17% -$3.88K ﹤0.01% 2333
2025
Q3 		$22.1K Sell
966
-21
-2% -$507 ﹤0.01% 2293
2025
Q2 		$23.9K Buy
987
+860
+677% +$20.4K ﹤0.01% 2166
2025
Q1 		$3.33K Buy
127
+118
+1,311% +$2.7K ﹤0.01% 2690
2024
Q4 		$180 Buy
+9
New +$170 ﹤0.01% 3448
2022
Q1 		– Sell
-164
Closed -$3K – 1755
2021
Q4 		$3K Buy
+164
New +$2.5K ﹤0.01% 1414

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EverSource Wealth Advisors's EVER Position: Q2 2026 in Review

EverSource Wealth Advisors increased its EverQuote (EVER) stake by 125% in Q2 2026, buying an estimated $16.6K and bringing the position to 1,630 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

EverSource Wealth Advisors first reported a position in EVER in Q4 2021 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • EverSource Wealth Advisors held 1,630 shares of EverQuote worth $38.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 906 EverQuote shares in Q2 2026, an estimated $16.6K.
  • EverQuote made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1942 holding.
  • EverSource Wealth Advisors first reported a position in EverQuote in Q4 2021 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.