NMIMC
EFOR

Northwestern Mutual Investment Management Company’s Everforth Inc EFOR Stock Holding History

Northwestern Mutual Investment Management Company’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
Q1 		– Sell
-9,554
Closed -$460K – 875
2025
Q4 		$460K Sell
9,554
-209
-2% -$9.63K 0.01% 797
2025
Q3 		$462K Sell
9,763
-17
-0.2% -$867 0.01% 790
2025
Q2 		$488K Sell
9,780
-48
-0.5% -$2.62K 0.01% 775
2025
Q1 		$619K Buy
9,828
+5
+0.1% +$385 0.01% 713
2024
Q4 		$819K Sell
9,823
-116
-1% -$10.6K 0.02% 628
2024
Q3 		$927K Sell
9,939
-305
-3% -$28.3K 0.02% 598
2024
Q2 		$903K Sell
10,244
-283
-3% -$27K 0.02% 574
2024
Q1 		$1.1M Buy
10,527
+26
+0.2% +$2.51K 0.03% 495
2023
Q4 		$1.01M Sell
10,501
-234
-2% -$20.4K 0.03% 517
2023
Q3 		$877K Sell
10,735
-221
-2% -$17.6K 0.02% 516
2023
Q2 		$829K Sell
10,956
-115
-1% -$8.27K 0.02% 572
2023
Q1 		$915K Buy
11,071
+6,453
+140% +$560K 0.02% 502
2022
Q4 		$376K Sell
4,618
-2,632
-36% -$231K 0.01% 656
2022
Q3 		$655K Sell
7,250
-1,303
-15% -$126K 0.02% 504
2022
Q2 		$772K Sell
8,553
-100
-1% -$10.3K 0.02% 500
2022
Q1 		$1.01M Buy
8,653
+16
+0.2% +$1.81K 0.02% 442
2021
Q4 		$1.07M Sell
8,637
-102
-1% -$12.5K 0.02% 486
2021
Q3 		$989K Sell
8,739
-121
-1% -$12.7K 0.02% 487
2021
Q2 		$859K Buy
8,860
+20
+0.2% +$2.04K 0.01% 559
2021
Q1 		$844K Sell
8,840
-9,349
-51% -$864K 0.01% 543
2020
Q4 		$1.52M Sell
18,189
-79
-0.4% -$6.08K 0.02% 439
2020
Q3 		$1.22M Hold
18,268
– – 0.02% 453
2020
Q2 		$1.22M Sell
18,268
-69
-0.4% -$3.66K 0.02% 454
2020
Q1 		$648K Buy
18,337
+3,256
+22% +$184K 0.01% 607
2019
Q4 		$1.07M Sell
15,081
-2
-0% -$131 0.02% 473
2019
Q3 		$948K Buy
15,083
+25
+0.2% +$1.54K 0.02% 508
2019
Q2 		$913K Buy
15,058
+5,690
+61% +$342K 0.02% 515
2019
Q1 		$595K Sell
9,368
-552
-6% -$34.5K 0.01% 751
2018
Q4 		$541K Buy
+9,920
New +$647K 0.01% 761

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Northwestern Mutual Investment Management Company's EFOR Position: Q1 2026 in Review

Northwestern Mutual Investment Management Company sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 9,554 shares — an estimated $460K sold.

Northwestern Mutual Investment Management Company first reported a position in EFOR in Q4 2018 and held it in 29 quarters. The position peaked at $1.52M in Q4 2020. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Northwestern Mutual Investment Management Company reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Investment Management Company sold 9,554 Everforth Inc shares in Q1 2026, an estimated $460K.
  • Northwestern Mutual Investment Management Company first reported a position in Everforth Inc in Q4 2018 and held it in 29 quarters.
  • Northwestern Mutual Investment Management Company's Everforth Inc position peaked at $1.52M in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2026, filed 8 May 2026.