Henshaw Capital’s Everforth Inc EFOR Stock Holding History

Henshaw Capital’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
2025 Q4	–	Sell	-8,473	Closed	-$401K	–	170
2025 Q3	$401K	Sell	8,473 -3,084	-27%	-$157K	0.02%	203
2025 Q2	$577K	Buy	11,557 +2,868	+33%	+$157K	0.02%	217
2025 Q1	$548K	Hold	8,689	–	–	0.02%	220
2024 Q4	$724K	Hold	8,689	–	–	0.03%	156
2024 Q3	$810K	Hold	8,689	–	–	0.03%	150
2024 Q2	$766K	Buy	8,689 +102	+1%	+$9.74K	0.03%	133
2024 Q1	$900K	Hold	8,587	–	–	0.04%	120
2023 Q4	$826K	Hold	8,587	–	–	0.04%	122
2023 Q3	$701K	Buy	8,587 +3,806	+80%	+$303K	0.04%	127
2023 Q2	$362K	Hold	4,781	–	–	0.02%	157
2023 Q1	$395K	Hold	4,781	–	–	0.02%	145
2022 Q4	$390K	Hold	4,781	–	–	0.03%	141
2022 Q3	$432K	Hold	4,781	–	–	0.03%	155
2022 Q2	$431K	Buy	4,781 +633	+15%	+$64.9K	0.03%	159
2022 Q1	$484K	Hold	4,148	–	–	0.03%	159
2021 Q4	$512K	Hold	4,148	–	–	0.03%	170
2021 Q3	$469K	Hold	4,148	–	–	0.03%	171
2021 Q2	$402K	Hold	4,148	–	–	0.03%	211
2021 Q1	$396K	Hold	4,148	–	–	0.03%	208
2020 Q4	$346K	Hold	4,148	–	–	0.03%	222
2020 Q3	$264K	Hold	4,148	–	–	0.02%	250
2020 Q2	$277K	Buy	+4,148	New	+$220K	0.02%	229
2020 Q1	–	Sell	-3,170	Closed	-$225K	–	284
2019 Q4	$225K	Buy	+3,170	New	+$207K	0.02%	248

Other funds holding EFOR

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Henshaw Capital's EFOR Position: Q4 2025 in Review

Henshaw Capital sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 8,473 shares — an estimated $401K sold.

Henshaw Capital first reported a position in EFOR in Q4 2019 and held it in 23 quarters. The position peaked at $900K in Q1 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

Henshaw Capital reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 8,473 Everforth Inc shares in Q4 2025, an estimated $401K.
Henshaw Capital first reported a position in Everforth Inc in Q4 2019 and held it in 23 quarters.
Henshaw Capital's Everforth Inc position peaked at $900K in Q1 2024.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.