Fox Run Management’s Everforth Inc EFOR Stock Holding History

Fox Run Management’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	$291K	Buy	+16,274	New	+$398K	0.05%	684
2026 Q1	–	Sell	-7,645	Closed	-$368K	–	902
2025 Q4	$368K	Sell	7,645 -18,615	-71%	-$858K	0.06%	625
2025 Q3	$1.24M	Buy	+26,260	New	+$1.34M	0.19%	139
2025 Q2	–	Sell	-7,982	Closed	-$503K	–	853
2025 Q1	$503K	Buy	7,982 +898	+13%	+$69.1K	0.08%	499
2024 Q4	$590K	Buy	+7,084	New	+$647K	0.11%	380
2024 Q1	–	Sell	-2,508	Closed	-$241K	–	745
2023 Q4	$241K	Sell	2,508 -8,278	-77%	-$723K	0.06%	571
2023 Q3	$881K	Buy	+10,786	New	+$859K	0.26%	97
2019 Q3	–	Sell	-3,472	Closed	-$210K	–	358
2019 Q2	$210K	Sell	3,472 -234	-6%	-$14.1K	0.14%	354
2019 Q1	$235K	Sell	3,706 -3,772	-50%	-$236K	0.13%	350
2018 Q4	$408K	Buy	+7,478	New	+$487K	0.22%	174
2017 Q4	–	Sell	-8,600	Closed	-$462K	–	658
2017 Q3	$462K	Buy	8,600 +4,400	+105%	+$220K	0.13%	318
2017 Q2	$227K	Buy	+4,200	New	+$216K	0.08%	505
2016 Q2	–	Sell	-7,400	Closed	-$273K	–	532
2016 Q1	$273K	Buy	+7,400	New	+$261K	0.18%	255

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fox Run Management's EFOR Position: Q2 2026 in Review

Fox Run Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 16,274 shares worth $291K. The stake represents 0.05% of the portfolio and ranks #684 among its holdings. This is a return to the name: Fox Run Management previously reported a position in EFOR as recently as Q4 2025.

Fox Run Management first reported a position in EFOR in Q1 2016 and has held it in 13 quarters since. The position peaked at $1.24M in Q3 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Fox Run Management held 16,274 shares of Everforth Inc worth $291K as of Q2 2026.
Everforth Inc was a new Fox Run Management position in Q2 2026.
Everforth Inc made up 0.05% of Fox Run Management's portfolio in Q2 2026, its #684 holding.
Fox Run Management first reported a position in Everforth Inc in Q1 2016 and has held it in 13 quarters since.
Fox Run Management's Everforth Inc position peaked at $1.24M in Q3 2025.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.