Hennion & Walsh Asset Management’s EverQuote EVER Stock Holding History

Hennion & Walsh Asset Management’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 Q3	$761K	Buy	37,954 +222	+0.6%	+$5.4K	0.02%	645
2026 Q2	$898K	Buy	37,732 +1,278	+4%	+$23.4K	0.03%	587
2026 Q1	$562K	Buy	36,454 +6,143	+20%	+$116K	0.02%	686
2025 Q4	$818K	Buy	30,311 +2,598	+9%	+$63K	0.03%	571
2025 Q3	$634K	Buy	27,713 +10,379	+60%	+$251K	0.02%	646
2025 Q2	$419K	Buy	17,334 +5,296	+44%	+$125K	0.02%	727
2025 Q1	$315K	Buy	+12,038	New	+$276K	0.01%	752

Other funds holding EVER

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Hennion & Walsh Asset Management's EVER Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its EverQuote (EVER) stake by 0.59% in Q3 2026, buying an estimated $5.4K and bringing the position to 37,954 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #645.

Hennion & Walsh Asset Management first reported a position in EVER in Q1 2025 and has held it in 7 quarters since. The position peaked at $898K in Q2 2026. 13 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Hennion & Walsh Asset Management held 37,954 shares of EverQuote worth $761K as of Q3 2026.
Hennion & Walsh Asset Management bought 222 EverQuote shares in Q3 2026, an estimated $5.4K.
EverQuote made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #645 holding.
Hennion & Walsh Asset Management first reported a position in EverQuote in Q1 2025 and has held it in 7 quarters since.
Hennion & Walsh Asset Management's EverQuote position peaked at $898K in Q2 2026.
13 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.