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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

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BlackRock
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Acadian Asset Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return