Fortitude Family Office’s Everforth Inc EFOR Stock Holding History

Fortitude Family Office’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 Q2	–	Sell	-5	Closed	-$194	–	2279
2026 Q1	$194	Sell	5 -3	-38%	-$134	﹤0.01%	1842
2025 Q4	$385	Sell	8 -2	-20%	-$92	﹤0.01%	1777
2025 Q3	$474	Hold	10	–	–	﹤0.01%	1830
2025 Q2	$499	Buy	+10	New	+$546	﹤0.01%	1818

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Fortitude Family Office's EFOR Position: Q2 2026 in Review

Fortitude Family Office sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 5 shares — an estimated $194 sold.

Fortitude Family Office first reported a position in EFOR in Q2 2025 and held it in 4 quarters. The position peaked at $499 in Q2 2025. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Fortitude Family Office reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
Fortitude Family Office sold 5 Everforth Inc shares in Q2 2026, an estimated $194.
Fortitude Family Office first reported a position in Everforth Inc in Q2 2025 and held it in 4 quarters.
Fortitude Family Office's Everforth Inc position peaked at $499 in Q2 2025.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.