MCM
EFOR

MAI Capital Management’s Everforth Inc EFOR Stock Holding History

MAI Capital 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
Q2 		– Sell
-1,326
Closed -$51.3K – 2264
2026
Q1 		$51.3K Buy
1,326
+750
+130% +$33.4K ﹤0.01% 2206
2025
Q4 		$27.7K Buy
576
+26
+5% +$1.2K ﹤0.01% 2344
2025
Q3 		$26K Sell
550
-34
-6% -$1.74K ﹤0.01% 2282
2025
Q2 		$29.2K Buy
+584
New +$31.9K ﹤0.01% 2165

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 $3.37T AUM 44.26% 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

MAI Capital Management's EFOR Position: Q2 2026 in Review

MAI Capital Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 1,326 shares — an estimated $51.3K sold.

MAI Capital Management first reported a position in EFOR in Q2 2025 and held it in 4 quarters. The position peaked at $51.3K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • MAI Capital Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,326 Everforth Inc shares in Q2 2026, an estimated $51.3K.
  • MAI Capital Management first reported a position in Everforth Inc in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Everforth Inc position peaked at $51.3K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.