MCM
EFOR

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
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
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

Manchester Capital Management's EFOR Position: Q1 2026 in Review

Manchester Capital Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 21 shares — an estimated $1.01K sold.

Manchester Capital Management first reported a position in EFOR in Q4 2021 and held it in 13 quarters. The position peaked at $4.32K in Q2 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Manchester Capital Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Manchester Capital Management sold 21 Everforth Inc shares in Q1 2026, an estimated $1.01K.
  • Manchester Capital Management first reported a position in Everforth Inc in Q4 2021 and held it in 13 quarters.
  • Manchester Capital Management's Everforth Inc position peaked at $4.32K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.