Nuveen
EFOR

Nuveen’s Everforth Inc EFOR Stock Holding History

Nuveen’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
Q2 		$5.91M Buy
330,562
+229,608
+227% +$5.61M ﹤0.01% 2010
2026
Q1 		$3.91M Buy
100,954
+3,603
+4% +$161K ﹤0.01% 1983
2025
Q4 		$4.69M Sell
97,351
-3,543
-4% -$163K ﹤0.01% 1935
2025
Q3 		$4.78M Hold
100,894
– – ﹤0.01% 1922
2025
Q2 		$5.04M Sell
100,894
-20,544
-17% -$1.12M ﹤0.01% 1880
2025
Q1 		$7.65M Sell
121,438
-34,423
-22% -$2.65M ﹤0.01% 1706
2024
Q4 		$13M Sell
155,861
-218,329
-58% -$19.9M ﹤0.01% 1455
2024
Q3 		$34.9M Buy
374,190
+1,934
+0.5% +$179K 0.01% 851
2024
Q2 		$32.8M Sell
372,256
-73,597
-17% -$7.03M 0.01% 841
2024
Q1 		$46.7M Sell
445,853
-9,812
-2% -$949K 0.01% 664
2023
Q4 		$43.8M Buy
455,665
+119,102
+35% +$10.4M 0.01% 655
2023
Q3 		$27.5M Buy
336,563
+19,346
+6% +$1.54M 0.01% 856
2023
Q2 		$24M Buy
317,217
+2,261
+0.7% +$163K 0.01% 965
2023
Q1 		$26M Sell
314,956
-36,880
-10% -$3.2M 0.01% 875
2022
Q4 		$28.7M Buy
351,836
+42,007
+14% +$3.68M 0.01% 820
2022
Q3 		$28M Sell
309,829
-5,287
-2% -$513K 0.01% 807
2022
Q2 		$28.4M Sell
315,116
-80,909
-20% -$8.3M 0.01% 810
2022
Q1 		$45.7M Buy
396,025
+11,124
+3% +$1.26M 0.01% 680
2021
Q4 		$47.5M Buy
384,901
+60,147
+19% +$7.35M 0.01% 702
2021
Q3 		$36.7M Buy
324,754
+60,818
+23% +$6.4M 0.01% 853
2021
Q2 		$25.6M Buy
263,936
+42,784
+19% +$4.37M 0.01% 1178
2021
Q1 		$21.1M Sell
221,152
-3,060
-1% -$283K 0.01% 1275
2020
Q4 		$18.7M Sell
224,212
-7,595
-3% -$584K 0.01% 1306
2020
Q3 		$14.7M Sell
231,807
-6,503
-3% -$447K 0.01% 1246
2020
Q2 		$15.9M Sell
238,310
-421
-0.2% -$22.3K 0.01% 1183
2020
Q1 		$8.43M Sell
238,731
-29,135
-11% -$1.65M ﹤0.01% 1403
2019
Q4 		$19M Sell
267,866
-6,685
-2% -$436K 0.01% 1199
2019
Q3 		$17.3M Sell
274,551
-22,101
-7% -$1.36M 0.01% 1221
2019
Q2 		$18M Buy
+296,652
New +$17.8M 0.01% 1218

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen's EFOR Position: Q2 2026 in Review

Nuveen increased its Everforth Inc (EFOR) stake by 227% in Q2 2026, buying an estimated $5.61M and bringing the position to 330,562 shares worth $5.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Nuveen first reported a position in EFOR in Q2 2019 and has held it in 29 quarters since. The position peaked at $47.5M in Q4 2021. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Nuveen held 330,562 shares of Everforth Inc worth $5.91M as of Q2 2026.
  • Nuveen bought 229,608 Everforth Inc shares in Q2 2026, an estimated $5.61M.
  • Everforth Inc made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2010 holding.
  • Nuveen first reported a position in Everforth Inc in Q2 2019 and has held it in 29 quarters since.
  • Nuveen's Everforth Inc position peaked at $47.5M in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.