NewEdge Advisors’s EverQuote EVER Stock Holding History

NewEdge Advisors’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523	Hold	22	–	–	﹤0.01%	4062
2026 Q1	$339	Sell	22 -13,201	-100%	-$250K	﹤0.01%	4026
2025 Q4	$357K	Buy	13,223 +10,960	+484%	+$266K	﹤0.01%	2195
2025 Q3	$51.8K	Buy	+2,263	New	+$54.7K	﹤0.01%	2816
2024 Q4	–	Sell	-215	Closed	-$4.53K	–	3938
2024 Q3	$4.53K	Buy	+215	New	+$4.91K	﹤0.01%	3187

Other funds holding EVER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NewEdge Advisors's EVER Position: Q2 2026 in Review

NewEdge Advisors held its EverQuote (EVER) position steady in Q2 2026 at 22 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #4062.

NewEdge Advisors first reported a position in EVER in Q3 2024 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

NewEdge Advisors held 22 shares of EverQuote worth $523 as of Q2 2026.
NewEdge Advisors left its EverQuote share count unchanged in Q2 2026.
EverQuote made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4062 holding.
NewEdge Advisors first reported a position in EverQuote in Q3 2024 and has held it in 5 quarters since.
NewEdge Advisors's EverQuote position peaked at $357K in Q4 2025.
243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.