OAM
EFOR

Oppenheimer Asset Management’s Everforth Inc EFOR Stock Holding History

Oppenheimer Asset Management’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 		$497K Buy
12,837
+3,563
+38% +$159K 0.01% 870
2025
Q4 		$447K Sell
9,274
-649
-7% -$29.9K 0.01% 841
2025
Q3 		$470K Buy
9,923
+4,975
+101% +$254K 0.01% 914
2025
Q2 		$247K Buy
+4,948
New +$270K ﹤0.01% 1029
2025
Q1 		– Sell
-2,574
Closed -$215K – 1128
2024
Q4 		$215K Sell
2,574
-339
-12% -$31K ﹤0.01% 1064
2024
Q3 		$272K Buy
2,913
+144
+5% +$13.4K ﹤0.01% 1029
2024
Q2 		$244K Buy
+2,769
New +$265K ﹤0.01% 1029
2024
Q1 		– Sell
-2,110
Closed -$203K – 1114
2023
Q4 		$203K Buy
+2,110
New +$184K ﹤0.01% 1084
2022
Q2 		– Sell
-1,737
Closed -$203K – 1162
2022
Q1 		$203K Sell
1,737
-677
-28% -$76.7K ﹤0.01% 1132
2021
Q4 		$298K Buy
+2,414
New +$295K ﹤0.01% 1076
2020
Q2 		– Sell
-314
Closed -$11K – 1101
2020
Q1 		$11K Buy
+314
New +$17.8K ﹤0.01% 1420
2019
Q2 		– Sell
-2,615
Closed -$166K – 1622
2019
Q1 		$166K Sell
2,615
-1,020
-28% -$63.8K ﹤0.01% 1079
2018
Q4 		$198K Sell
3,635
-470
-11% -$30.6K ﹤0.01% 1014
2018
Q3 		$324K Sell
4,105
-33
-0.8% -$2.85K 0.01% 939
2018
Q2 		$324K Buy
4,138
+972
+31% +$79.5K 0.01% 914
2018
Q1 		$259K Buy
+3,166
New +$237K 0.01% 980

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Oppenheimer Asset Management's EFOR Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Everforth Inc (EFOR) stake by 38% in Q1 2026, buying an estimated $159K and bringing the position to 12,837 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #870.

Oppenheimer Asset Management first reported a position in EFOR in Q1 2018 and has held it in 16 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Oppenheimer Asset Management held 12,837 shares of Everforth Inc worth $497K as of Q1 2026.
  • Oppenheimer Asset Management bought 3,563 Everforth Inc shares in Q1 2026, an estimated $159K.
  • Everforth Inc made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #870 holding.
  • Oppenheimer Asset Management first reported a position in Everforth Inc in Q1 2018 and has held it in 16 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.