Fidelity International
EFOR

Fidelity International’s Everforth Inc EFOR Stock Holding History

Fidelity International’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
Q1 		$18M Buy
466,000
+216,000
+86% +$9.63M 0.01% 502
2025
Q4 		$12M Sell
250,000
-88,441
-26% -$4.08M 0.01% 559
2025
Q3 		$16M Buy
338,441
+14,000
+4% +$714K 0.01% 509
2025
Q2 		$16.2M Buy
324,441
+119,000
+58% +$6.5M 0.01% 493
2025
Q1 		$12.9M Sell
205,441
-220,000
-52% -$16.9M 0.01% 494
2024
Q4 		$35.5M Hold
425,441
– – 0.03% 372
2024
Q3 		$39.7M Sell
425,441
-50,000
-11% -$4.64M 0.04% 365
2024
Q2 		$41.9M Sell
475,441
-215,000
-31% -$20.5M 0.04% 350
2024
Q1 		$72.3M Sell
690,441
-400,000
-37% -$38.7M 0.07% 263
2023
Q4 		$105M Sell
1,090,441
-30,865
-3% -$2.7M 0.11% 218
2023
Q3 		$91.6M Sell
1,121,306
-319,059
-22% -$25.4M 0.11% 209
2023
Q2 		$109M Buy
1,440,365
+5,421
+0.4% +$390K 0.12% 187
2023
Q1 		$119M Buy
1,434,944
+5,829
+0.4% +$506K 0.14% 166
2022
Q4 		$116M Buy
1,429,115
+80,565
+6% +$7.07M 0.14% 174
2022
Q3 		$122M Buy
1,348,550
+2,222
+0.2% +$215K 0.16% 157
2022
Q2 		$122M Buy
1,346,328
+103,803
+8% +$10.6M 0.14% 169
2022
Q1 		$145M Buy
1,242,525
+30,000
+2% +$3.4M 0.15% 168
2021
Q4 		$150M Buy
1,212,525
+275,786
+29% +$33.7M 0.15% 167
2021
Q3 		$106M Buy
936,739
+500,768
+115% +$52.7M 0.12% 198
2021
Q2 		$42.3M Buy
435,971
+10,441
+2% +$1.07M 0.05% 333
2021
Q1 		$40.6M Buy
425,530
+175,186
+70% +$16.2M 0.05% 318
2020
Q4 		$20.9M Buy
+250,344
New +$19.3M 0.03% 404

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Fidelity International's EFOR Position: Q1 2026 in Review

Fidelity International increased its Everforth Inc (EFOR) stake by 86% in Q1 2026, buying an estimated $9.63M and bringing the position to 466,000 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #502.

Fidelity International first reported a position in EFOR in Q4 2020 and has held it in 22 quarters since. The position peaked at $150M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Fidelity International held 466,000 shares of Everforth Inc worth $18M as of Q1 2026.
  • Fidelity International bought 216,000 Everforth Inc shares in Q1 2026, an estimated $9.63M.
  • Everforth Inc made up 0.01% of Fidelity International's portfolio in Q1 2026, its #502 holding.
  • Fidelity International first reported a position in Everforth Inc in Q4 2020 and has held it in 22 quarters since.
  • Fidelity International's Everforth Inc position peaked at $150M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Fidelity International's 13F filing for Q1 2026, filed 15 May 2026.