Morgan Stanley’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27M | Buy |
696,426
+181,599
| +35% | +$8.09M | ﹤0.01% | 2664 |
|
|
2025
Q4 | $24.8M | Sell |
514,827
-53,039
| -9% | -$2.45M | ﹤0.01% | 2726 |
|
|
2025
Q3 | $26.9M | Buy |
567,866
+96,203
| +20% | +$4.91M | ﹤0.01% | 2597 |
|
|
2025
Q2 | $23.6M | Sell |
471,663
-27,680
| -6% | -$1.51M | ﹤0.01% | 2640 |
|
|
2025
Q1 | $31.5M | Buy |
499,343
+56,827
| +13% | +$4.37M | ﹤0.01% | 2237 |
|
|
2024
Q4 | $36.9M | Sell |
442,516
-30,985
| -7% | -$2.83M | ﹤0.01% | 2117 |
|
|
2024
Q3 | $44.1M | Sell |
473,501
-11,690
| -2% | -$1.08M | ﹤0.01% | 1949 |
|
|
2024
Q2 | $42.8M | Buy |
485,191
+71,531
| +17% | +$6.83M | ﹤0.01% | 1907 |
|
|
2024
Q1 | $43.3M | Sell |
413,660
-468,958
| -53% | -$45.3M | ﹤0.01% | 1889 |
|
|
2023
Q4 | $84.9M | Buy |
882,618
+386,681
| +78% | +$33.8M | ﹤0.01% | 1902 |
|
|
2023
Q3 | $40.5M | Sell |
495,937
-117,273
| -19% | -$9.34M | ﹤0.01% | 1777 |
|
|
2023
Q2 | $46.4M | Buy |
613,210
+70,568
| +13% | +$5.07M | ﹤0.01% | 1644 |
|
|
2023
Q1 | $44.9M | Buy |
542,642
+40,713
| +8% | +$3.53M | ﹤0.01% | 1640 |
|
|
2022
Q4 | $40.9M | Buy |
501,929
+211,768
| +73% | +$18.6M | ﹤0.01% | 1668 |
|
|
2022
Q3 | $26.2M | Buy |
290,161
+20,966
| +8% | +$2.03M | ﹤0.01% | 1904 |
|
|
2022
Q2 | $24.3M | Buy |
269,195
+169,599
| +170% | +$17.4M | ﹤0.01% | 2067 |
|
|
2022
Q1 | $11.6M | Sell |
99,596
-56,765
| -36% | -$6.43M | ﹤0.01% | 2736 |
|
|
2021
Q4 | $19.3M | Buy |
156,361
+29,450
| +23% | +$3.6M | ﹤0.01% | 2196 |
|
|
2021
Q3 | $14.4M | Buy |
126,911
+31,369
| +33% | +$3.3M | ﹤0.01% | 2471 |
|
|
2021
Q2 | $9.26M | Buy |
95,542
+12,139
| +15% | +$1.24M | ﹤0.01% | 3080 |
|
|
2021
Q1 | $7.96M | Sell |
83,403
-6,459
| -7% | -$597K | ﹤0.01% | 2890 |
|
|
2020
Q4 | $7.51M | Sell |
89,862
-15,013
| -14% | -$1.15M | ﹤0.01% | 2825 |
|
|
2020
Q3 | $6.66M | Buy |
104,875
+57,692
| +122% | +$3.97M | ﹤0.01% | 2428 |
|
|
2020
Q2 | $3.15M | Sell |
47,183
-247,718
| -84% | -$13.1M | ﹤0.01% | 3138 |
|
|
2020
Q1 | $10.4M | Buy |
294,901
+156,627
| +113% | +$8.87M | ﹤0.01% | 1734 |
|
|
2019
Q4 | $9.81M | Buy |
138,274
+80,660
| +140% | +$5.27M | ﹤0.01% | 2452 |
|
|
2019
Q3 | $3.62M | Buy |
57,614
+25,320
| +78% | +$1.56M | ﹤0.01% | 3228 |
|
|
2019
Q2 | $1.96M | Sell |
32,294
-6,263
| -16% | -$376K | ﹤0.01% | 3785 |
|
|
2019
Q1 | $2.45M | Sell |
38,557
-322,194
| -89% | -$20.1M | ﹤0.01% | 3414 |
|
|
2018
Q4 | $19.7M | Sell |
360,751
-163,977
| -31% | -$10.7M | 0.01% | 1479 |
|
|
2018
Q3 | $41.4M | Buy |
524,728
+347,504
| +196% | +$30M | 0.01% | 1082 |
|
|
2018
Q2 | $13.9M | Buy |
177,224
+55,450
| +46% | +$4.54M | ﹤0.01% | 2018 |
|
|
2018
Q1 | $9.97M | Buy |
121,774
+157
| +0.1% | +$11.8K | ﹤0.01% | 2343 |
|
|
2017
Q4 | $7.82M | Buy |
121,617
+38,283
| +46% | +$2.32M | ﹤0.01% | 2641 |
|
|
2017
Q3 | $4.47M | Sell |
83,334
-106
| -0.1% | -$5.3K | ﹤0.01% | 3075 |
|
|
2017
Q2 | $4.52M | Sell |
83,440
-12,971
| -13% | -$666K | ﹤0.01% | 2959 |
|
|
2017
Q1 | $4.68M | Sell |
96,411
-60,588
| -39% | -$2.81M | ﹤0.01% | 2925 |
|
|
2016
Q4 | $6.93M | Sell |
156,999
-30,128
| -16% | -$1.2M | ﹤0.01% | 2652 |
|
|
2016
Q3 | $6.79M | Buy |
187,127
+99,783
| +114% | +$3.71M | ﹤0.01% | 2372 |
|
|
2016
Q2 | $3.23M | Sell |
87,344
-185,774
| -68% | -$6.84M | ﹤0.01% | 3007 |
|
|
2016
Q1 | $10.1M | Sell |
273,118
-27,704
| -9% | -$978K | ﹤0.01% | 1856 |
|
|
2015
Q4 | $13.5M | Buy |
300,822
+224,306
| +293% | +$9.8M | ﹤0.01% | 1730 |
|
|
2015
Q3 | $2.82M | Sell |
76,516
-192,255
| -72% | -$7.3M | ﹤0.01% | 3176 |
|
|
2015
Q2 | $10.6M | Buy |
268,771
+87,025
| +48% | +$3.32M | ﹤0.01% | 2055 |
|
|
2015
Q1 | $6.97M | Buy |
181,746
+98,525
| +118% | +$3.59M | ﹤0.01% | 2423 |
|
|
2014
Q4 | $2.76M | Sell |
83,221
-197,693
| -70% | -$5.94M | ﹤0.01% | 3272 |
|
|
2014
Q3 | $7.54M | Buy |
280,914
+134,434
| +92% | +$4.17M | ﹤0.01% | 2279 |
|
|
2014
Q2 | $5.21M | Sell |
146,480
-43,769
| -23% | -$1.57M | ﹤0.01% | 2637 |
|
|
2014
Q1 | $7.34M | Buy |
190,249
+2,154
| +1% | +$72.2K | ﹤0.01% | 2214 |
|
|
2013
Q4 | $6.57M | Buy |
188,095
+110,814
| +143% | +$3.69M | ﹤0.01% | 2320 |
|
|
2013
Q3 | $2.55M | Sell |
77,281
-15,386
| -17% | -$477K | ﹤0.01% | 3030 |
|
|
2013
Q2 | $2.48M | Buy |
+92,667
| New | +$2.33M | ﹤0.01% | 2989 |
|
Other funds holding EFOR
VPM
VCM
RP
Morgan Stanley's EFOR Position: Q1 2026 in Review
Morgan Stanley increased its Everforth Inc (EFOR) stake by 35% in Q1 2026, buying an estimated $8.09M and bringing the position to 696,426 shares worth $27M. The position accounts for ﹤0.01% of the portfolio, ranked #2664.
Morgan Stanley first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $84.9M in Q4 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Morgan Stanley held 696,426 shares of Everforth Inc worth $27M as of Q1 2026.
- Morgan Stanley bought 181,599 Everforth Inc shares in Q1 2026, an estimated $8.09M.
- Everforth Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2664 holding.
- Morgan Stanley first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Everforth Inc position peaked at $84.9M in Q4 2023.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.