Lido Advisors
EFOR

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
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% +$2.19K ﹤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 $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

Lido Advisors's EFOR Position: Q1 2026 in Review

Lido Advisors reduced its Everforth Inc (EFOR) stake by 33% in Q1 2026, selling an estimated $119K and leaving 5,381 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Lido Advisors first reported a position in EFOR in Q2 2024 and has held it in 8 quarters since. The position peaked at $954K in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Lido Advisors held 5,381 shares of Everforth Inc worth $208K as of Q1 2026.
  • Lido Advisors sold 2,681 Everforth Inc shares in Q1 2026, an estimated $119K.
  • Everforth Inc made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1761 holding.
  • Lido Advisors first reported a position in Everforth Inc in Q2 2024 and has held it in 8 quarters since.
  • Lido Advisors's Everforth Inc position peaked at $954K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.