Focus Partners Wealth’s EverQuote EVER Stock Holding History

Focus Partners Wealth’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
2025 Q4	–	Sell	-40,362	Closed	-$644K	–	2714
2025 Q3	$644K	Buy	+40,362	New	+$975K	﹤0.01%	1491

Other funds holding EVER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Focus Partners Wealth's EVER Position: Q4 2025 in Review

Focus Partners Wealth sold out of EverQuote (EVER) in Q4 2025, closing a stake of 40,362 shares — an estimated $644K sold.

Focus Partners Wealth first reported a position in EVER in Q3 2025 and held it in 1 quarter. The position peaked at $644K in Q3 2025. 242 funds tracked by Wall St. Rank hold EVER as of Q4 2025.

Focus Partners Wealth reported no remaining EverQuote position as of Q4 2025 after selling out during the quarter.
Focus Partners Wealth sold 40,362 EverQuote shares in Q4 2025, an estimated $644K.
Focus Partners Wealth first reported a position in EverQuote in Q3 2025 and held it in 1 quarter.
Focus Partners Wealth's EverQuote position peaked at $644K in Q3 2025.
242 funds tracked by Wall St. Rank held EverQuote as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.