Integrated Wealth Concepts’s EverQuote EVER Stock Holding History

Integrated Wealth Concepts’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	$54.6K	Buy	+2,296	New	+$42.1K	﹤0.01%	3299

Other funds holding EVER

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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

Integrated Wealth Concepts's EVER Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in EverQuote (EVER) in Q2 2026: 2,296 shares worth $54.6K. The stake represents ﹤0.01% of the portfolio and ranks #3299 among its holdings.

244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Integrated Wealth Concepts held 2,296 shares of EverQuote worth $54.6K as of Q2 2026.
EverQuote was a new Integrated Wealth Concepts position in Q2 2026.
EverQuote made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3299 holding.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.