Lido Advisors
EFOR icon

Lido Advisors’s Everforth Inc EFOR Stock Holding History

Lido Advisors’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
Q2 		– Sell
-5,381
Closed -$208K – 2133
2026
Q1 		$208K Sell
5,381
-2,681
-33% -$119K ﹤0.01% 1761
2025
Q4 		$382K Buy
8,062
+20
+0.2% +$922 ﹤0.01% 1436
2025
Q3 		$381K Buy
8,042
+171
+2% +$8.72K ﹤0.01% 1362
2025
Q2 		$393K Buy
7,871
+40
+0.5% +$2.18K ﹤0.01% 1208
2025
Q1 		$494K Sell
7,831
-400
-5% -$30.8K ﹤0.01% 1029
2024
Q4 		$686K Sell
8,231
-2,000
-20% -$183K ﹤0.01% 903
2024
Q3 		$954K Sell
10,231
-9
-0.1% -$835 ﹤0.01% 726
2024
Q2 		$903K Buy
+10,240
New +$978K 0.01% 695

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lido Advisors's EFOR Position: Q2 2026 in Review

Lido Advisors sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 5,381 shares — an estimated $208K sold.

Lido Advisors first reported a position in EFOR in Q2 2024 and held it in 8 quarters. The position peaked at $954K in Q3 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Lido Advisors reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 5,381 Everforth Inc shares in Q2 2026, an estimated $208K.
  • Lido Advisors first reported a position in Everforth Inc in Q2 2024 and held it in 8 quarters.
  • Lido Advisors's Everforth Inc position peaked at $954K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.