Manchester Capital Management’s Everforth Inc EFOR Stock Holding History

Manchester 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	$1.39K	Buy	+78	New	+$1.91K	﹤0.01%	1109
2026 Q1	–	Sell	-21	Closed	-$1.01K	–	1314
2025 Q4	$1.01K	Sell	21 -22	-51%	-$1.01K	﹤0.01%	1135
2025 Q3	$2.04K	Buy	43 +15	+54%	+$765	﹤0.01%	1078
2025 Q2	$1.4K	Buy	28 +17	+155%	+$929	﹤0.01%	1035
2025 Q1	$694	Buy	+11	New	+$847	﹤0.01%	1068
2024 Q4	–	Sell	-3	Closed	-$280	–	1159
2024 Q3	$280	Sell	3 -46	-94%	-$4.27K	﹤0.01%	1119
2024 Q2	$4.32K	Buy	49 +42	+600%	+$4.01K	﹤0.01%	862
2024 Q1	$734	Sell	7 -1	-13%	-$97	﹤0.01%	906
2023 Q4	$770	Buy	8 +5	+167%	+$437	﹤0.01%	877
2023 Q3	$246	Buy	+3	New	+$239	﹤0.01%	946
2023 Q2	–	Sell	-8	Closed	-$662	–	957
2023 Q1	$662	Buy	8 +1	+14%	+$87	﹤0.01%	975
2022 Q4	$570	Buy	+7	New	+$614	﹤0.01%	891
2022 Q2	–	Sell	-25	Closed	-$3K	–	953
2022 Q1	$3K	Sell	25 -9	-26%	-$1.02K	﹤0.01%	719
2021 Q4	$4K	Buy	+34	New	+$4.16K	﹤0.01%	701

Other funds holding EFOR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

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

Manchester Capital Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 78 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Manchester Capital Management previously reported a position in EFOR as recently as Q4 2025.

Manchester Capital Management first reported a position in EFOR in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.32K in Q2 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Manchester Capital Management held 78 shares of Everforth Inc worth $1.39K as of Q2 2026.
Everforth Inc was a new Manchester Capital Management position in Q2 2026.
Everforth Inc made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #1109 holding.
Manchester Capital Management first reported a position in Everforth Inc in Q4 2021 and has held it in 14 quarters since.
Manchester Capital Management's Everforth Inc position peaked at $4.32K in Q2 2024.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

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