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NewEdge Wealth’s EverQuote EVER Stock Holding History

NewEdge Wealth’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
Q1 		– Sell
-21,391
Closed -$578K – 1174
2025
Q4 		$578K Buy
21,391
+3,050
+17% +$73.9K 0.01% 784
2025
Q3 		$458K Buy
+18,341
New +$443K 0.01% 773
2024
Q1 		– Sell
-21,536
Closed -$264K – 815
2023
Q4 		$264K Buy
+21,536
New +$196K 0.01% 649

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

NewEdge Wealth's EVER Position: Q1 2026 in Review

NewEdge Wealth sold out of EverQuote (EVER) in Q1 2026, closing a stake of 21,391 shares — an estimated $578K sold.

NewEdge Wealth first reported a position in EVER in Q4 2023 and held it in 3 quarters. The position peaked at $578K in Q4 2025. 226 funds tracked by Wall St. Rank hold EVER as of Q1 2026.

  • NewEdge Wealth reported no remaining EverQuote position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 21,391 EverQuote shares in Q1 2026, an estimated $578K.
  • NewEdge Wealth first reported a position in EverQuote in Q4 2023 and held it in 3 quarters.
  • NewEdge Wealth's EverQuote position peaked at $578K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held EverQuote as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.