IIM
EFOR

INTECH Investment Management’s Everforth Inc EFOR Stock Holding History

INTECH Investment 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
Q1 		$345K Sell
8,902
-5,865
-40% -$261K ﹤0.01% 1507
2025
Q4 		$711K Sell
14,767
-1,708
-10% -$78.7K 0.01% 1323
2025
Q3 		$780K Sell
16,475
-5,022
-23% -$256K 0.01% 1328
2025
Q2 		$1.07M Hold
21,497
– – 0.01% 1149
2025
Q1 		$1.35M Buy
21,497
+3,595
+20% +$277K 0.01% 1010
2024
Q4 		$1.49M Buy
17,902
+8,269
+86% +$755K 0.01% 882
2024
Q3 		$898K Buy
9,633
+5,038
+110% +$467K 0.01% 876
2024
Q2 		$405K Buy
+4,595
New +$439K 0.01% 879

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

INTECH Investment Management's EFOR Position: Q1 2026 in Review

INTECH Investment Management reduced its Everforth Inc (EFOR) stake by 40% in Q1 2026, selling an estimated $261K and leaving 8,902 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

INTECH Investment Management first reported a position in EFOR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • INTECH Investment Management held 8,902 shares of Everforth Inc worth $345K as of Q1 2026.
  • INTECH Investment Management sold 5,865 Everforth Inc shares in Q1 2026, an estimated $261K.
  • Everforth Inc made up ﹤0.01% of INTECH Investment Management's portfolio in Q1 2026, its #1507 holding.
  • INTECH Investment Management first reported a position in Everforth Inc in Q2 2024 and has held it in 8 quarters since.
  • INTECH Investment Management's Everforth Inc position peaked at $1.49M in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.