MCM
EFOR

MV Capital Management’s Everforth Inc EFOR Stock Holding History

MV Capital 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 		$155 Sell
4
-58
-94% -$2.58K ﹤0.01% 1097
2025
Q4 		$2.99K Buy
62
+37
+148% +$1.71K ﹤0.01% 667
2025
Q3 		$1.18K Buy
25
+24
+2,400% +$1.22K ﹤0.01% 773
2025
Q2 		$50 Sell
1
-1
-50% -$55 ﹤0.01% 1051
2025
Q1 		$127 Buy
+2
New +$154 ﹤0.01% 973
2024
Q3 		– Sell
-2
Closed -$177 – 1056
2024
Q2 		$177 Buy
+2
New +$191 ﹤0.01% 816
2018
Q4 		– Sell
-70
Closed -$6K – 322
2018
Q3 		$6K Hold
70
– – ﹤0.01% 279
2018
Q2 		$5K Buy
+70
New +$5.73K ﹤0.01% 304

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

MV Capital Management's EFOR Position: Q1 2026 in Review

MV Capital Management reduced its Everforth Inc (EFOR) stake by 94% in Q1 2026, selling an estimated $2.58K and leaving 4 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

MV Capital Management first reported a position in EFOR in Q2 2018 and has held it in 8 quarters since. The position peaked at $6K in Q3 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • MV Capital Management held 4 shares of Everforth Inc worth $155 as of Q1 2026.
  • MV Capital Management sold 58 Everforth Inc shares in Q1 2026, an estimated $2.58K.
  • Everforth Inc made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1097 holding.
  • MV Capital Management first reported a position in Everforth Inc in Q2 2018 and has held it in 8 quarters since.
  • MV Capital Management's Everforth Inc position peaked at $6K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.