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 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SOADOR

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

MFG

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management's EVER Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its EverQuote (EVER) stake by 3.5% in Q2 2026, buying an estimated $23.4K and bringing the position to 37,732 shares worth $898K. The position accounts for 0.03% of the portfolio, ranked #587.

Hennion & Walsh Asset Management first reported a position in EVER in Q1 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Hennion & Walsh Asset Management held 37,732 shares of EverQuote worth $898K as of Q2 2026.
Hennion & Walsh Asset Management bought 1,278 EverQuote shares in Q2 2026, an estimated $23.4K.
EverQuote made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #587 holding.
Hennion & Walsh Asset Management first reported a position in EverQuote in Q1 2025 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.