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EFOR

NewEdge Advisors’s Everforth Inc EFOR Stock Holding History

NewEdge Advisors’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
2025
Q4 		– Sell
-197
Closed -$9.33K – 4218
2025
Q3 		$9.33K Buy
197
+52
+36% +$2.65K ﹤0.01% 3347
2025
Q2 		$7.24K Hold
145
– – ﹤0.01% 3311
2025
Q1 		$9.14K Hold
145
– – ﹤0.01% 3133
2024
Q4 		$12.1K Hold
145
– – ﹤0.01% 2977
2024
Q3 		$13.5K Hold
145
– – ﹤0.01% 2851
2024
Q2 		$12.8K Sell
145
-1,800
-93% -$172K ﹤0.01% 2765
2024
Q1 		$204K Sell
1,945
-65
-3% -$6.29K ﹤0.01% 1833
2023
Q4 		$193K Buy
2,010
+1,865
+1,286% +$163K ﹤0.01% 1729
2023
Q3 		$11.8K Hold
145
– – ﹤0.01% 2526
2023
Q2 		$11K Sell
145
-22
-13% -$1.58K ﹤0.01% 2570
2023
Q1 		$13.8K Sell
167
-74
-31% -$6.42K ﹤0.01% 2471
2022
Q4 		$6.04K Buy
+241
New +$21.1K ﹤0.01% 2527

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

NewEdge Advisors's EFOR Position: Q4 2025 in Review

NewEdge Advisors sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 197 shares — an estimated $9.33K sold.

NewEdge Advisors first reported a position in EFOR in Q4 2022 and held it in 12 quarters. The position peaked at $204K in Q1 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • NewEdge Advisors reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 197 Everforth Inc shares in Q4 2025, an estimated $9.33K.
  • NewEdge Advisors first reported a position in Everforth Inc in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's Everforth Inc position peaked at $204K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.