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
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 $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

Meeder Asset Management's EFOR Position: Q1 2026 in Review

Meeder Asset Management opened a new position in Everforth Inc (EFOR) in Q1 2026: 6,294 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Meeder Asset Management previously reported a position in EFOR as recently as Q3 2022.

Meeder Asset Management first reported a position in EFOR in Q2 2017 and has held it in 16 quarters since. The position peaked at $325K in Q2 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Meeder Asset Management held 6,294 shares of Everforth Inc worth $244K as of Q1 2026.
  • Everforth Inc was a new Meeder Asset Management position in Q1 2026.
  • Everforth Inc made up 0.01% of Meeder Asset Management's portfolio in Q1 2026, its #280 holding.
  • Meeder Asset Management first reported a position in Everforth Inc in Q2 2017 and has held it in 16 quarters since.
  • Meeder Asset Management's Everforth Inc position peaked at $325K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.