MBL Wealth’s EverQuote EVER Stock Holding History

MBL Wealth’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	–	Sell	-29,507	Closed	-$455K	–	395
2026 Q1	$455K	Sell	29,507 -518	-2%	-$9.8K	0.03%	213
2025 Q4	$811K	Sell	30,025 -2,975	-9%	-$72.1K	0.07%	142
2025 Q3	$755K	Hold	33,000	–	–	0.07%	128
2025 Q2	$798K	Sell	33,000 -2,765	-8%	-$65.5K	0.08%	115
2025 Q1	$937K	Hold	35,765	–	–	0.09%	103
2024 Q4	$715K	Hold	35,765	–	–	0.07%	113
2024 Q3	$754K	Hold	35,765	–	–	0.08%	111
2024 Q2	$746K	Hold	35,765	–	–	0.08%	104
2024 Q1	$664K	Buy	+35,765	New	+$525K	0.08%	110

Other funds holding EVER

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return