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MassMutual Private Wealth & Trust’s EverQuote EVER Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9K Buy
80
+68
+567% +$1.25K ﹤0.01% 2018
2026
Q1 		$185 Sell
12
-43
-78% -$813 ﹤0.01% 2324
2025
Q4 		$1.49K Buy
55
+5
+10% +$121 ﹤0.01% 2069
2025
Q3 		$1.14K Buy
50
+4
+9% +$97 ﹤0.01% 2121
2025
Q2 		$1.11K Buy
+46
New +$1.09K ﹤0.01% 2094

Other funds holding EVER

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's EVER Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its EverQuote (EVER) stake by 567% in Q2 2026, buying an estimated $1.25K and bringing the position to 80 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

MassMutual Private Wealth & Trust first reported a position in EVER in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • MassMutual Private Wealth & Trust held 80 shares of EverQuote worth $1.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 68 EverQuote shares in Q2 2026, an estimated $1.25K.
  • EverQuote made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2018 holding.
  • MassMutual Private Wealth & Trust first reported a position in EverQuote in Q2 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.