MAM
EFOR

Meeder Asset Management’s Everforth Inc EFOR Stock Holding History

Meeder Asset 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
-6,294
Closed -$244K – 939
2026
Q1 		$244K Buy
+6,294
New +$281K 0.01% 280
2022
Q4 		– Sell
-145
Closed -$13K – 869
2022
Q3 		$13K Sell
145
-30
-17% -$2.91K ﹤0.01% 1224
2022
Q2 		$15K Buy
175
+99
+130% +$10.2K ﹤0.01% 1228
2022
Q1 		$9K Buy
+76
New +$8.62K ﹤0.01% 1569
2021
Q4 		– Sell
-13
Closed -$1K – 1222
2021
Q3 		$1K Sell
13
-3,336
-100% -$351K ﹤0.01% 2275
2021
Q2 		$325K Buy
3,349
+3,050
+1,020% +$312K 0.02% 622
2021
Q1 		$30K Buy
299
+289
+2,890% +$26.7K ﹤0.01% 1280
2020
Q4 		$1K Sell
10
-62
-86% -$4.77K ﹤0.01% 1589
2020
Q3 		$4K Sell
72
-3,085
-98% -$212K ﹤0.01% 1624
2020
Q2 		$211K Buy
3,157
+325
+11% +$17.2K 0.01% 589
2020
Q1 		$100K Buy
+2,832
New +$160K 0.01% 717
2018
Q3 		– Sell
-273
Closed -$21.3K – 1533
2018
Q2 		$21.3K Buy
273
+150
+122% +$12.3K ﹤0.01% 954
2018
Q1 		$10K Sell
123
-344
-74% -$25.8K ﹤0.01% 1055
2017
Q4 		$30K Sell
467
-356
-43% -$21.6K ﹤0.01% 810
2017
Q3 		$44K Buy
823
+357
+77% +$17.9K ﹤0.01% 704
2017
Q2 		$25K Buy
+466
New +$23.9K ﹤0.01% 788

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

Meeder Asset Management's EFOR Position: Q2 2026 in Review

Meeder Asset Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 6,294 shares — an estimated $244K sold.

Meeder Asset Management first reported a position in EFOR in Q2 2017 and held it in 16 quarters. The position peaked at $325K in Q2 2021. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Meeder Asset Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Meeder Asset Management sold 6,294 Everforth Inc shares in Q2 2026, an estimated $244K.
  • Meeder Asset Management first reported a position in Everforth Inc in Q2 2017 and held it in 16 quarters.
  • Meeder Asset Management's Everforth Inc position peaked at $325K in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Meeder Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.