Orion Portfolio Solutions’s Everforth Inc EFOR Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$737K	Sell	11,700 -82	-0.7%	-$6.31K	0.01%	1227
2024 Q4	$982K	Sell	11,782 -519	-4%	-$47.4K	0.01%	1067
2024 Q3	$1.15M	Sell	12,301 -1,009	-8%	-$93.6K	0.01%	982
2024 Q2	$1.17M	Sell	13,310 -3,704	-22%	-$354K	0.01%	915
2024 Q1	$1.78M	Sell	17,014 -1,710	-9%	-$165K	0.02%	713
2023 Q4	$1.7M	Sell	18,724 -266	-1%	-$23.2K	0.02%	716
2023 Q3	$1.55M	Sell	18,990 -350	-2%	-$27.9K	0.02%	723
2023 Q2	$1.46M	Sell	19,340 -2,985	-13%	-$215K	0.02%	788
2023 Q1	$1.85M	Buy	+22,325	New	+$1.94M	0.02%	629
2020 Q3	–	Sell	-2	Closed	–	–	538
2020 Q2	$0	Buy	+2	New	+$106	﹤0.01%	2179
2020 Q1	–	Sell	-286	Closed	-$20K	–	1895
2019 Q4	$20K	Buy	+286	New	+$18.7K	﹤0.01%	766

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Orion Portfolio Solutions's EFOR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Everforth Inc (EFOR) stake by 0.7% in Q1 2025, selling an estimated $6.31K and leaving 11,700 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #1227.

Orion Portfolio Solutions first reported a position in EFOR in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.85M in Q1 2023. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

Orion Portfolio Solutions held 11,700 shares of Everforth Inc worth $737K as of Q1 2025.
Orion Portfolio Solutions sold 82 Everforth Inc shares in Q1 2025, an estimated $6.31K.
Everforth Inc made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1227 holding.
Orion Portfolio Solutions first reported a position in Everforth Inc in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Everforth Inc position peaked at $1.85M in Q1 2023.
305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.