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
Q2 		– Sell
-4
Closed -$155 – 1284
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 $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

MV Capital Management's EFOR Position: Q2 2026 in Review

MV Capital Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 4 shares — an estimated $155 sold.

MV Capital Management first reported a position in EFOR in Q2 2018 and held it in 8 quarters. The position peaked at $6K in Q3 2018. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • MV Capital Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • MV Capital Management sold 4 Everforth Inc shares in Q2 2026, an estimated $155.
  • MV Capital Management first reported a position in Everforth Inc in Q2 2018 and held it in 8 quarters.
  • MV Capital Management's Everforth Inc position peaked at $6K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.