Osaic Holdings
EVER icon

Osaic Holdings’s EverQuote EVER Stock Holding History

Osaic Holdings’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
Q2 		$23.5K Buy
986
+276
+39% +$5.06K ﹤0.01% 6054
2026
Q1 		$10.9K Buy
710
+192
+37% +$3.63K ﹤0.01% 6235
2025
Q4 		$14K Sell
518
-750
-59% -$18.2K ﹤0.01% 6118
2025
Q3 		$29.5K Buy
1,268
+785
+163% +$19K ﹤0.01% 5662
2025
Q2 		$11.7K Buy
483
+465
+2,583% +$11K ﹤0.01% 6054
2025
Q1 		$471 Sell
18
-533
-97% -$12.2K ﹤0.01% 7002
2024
Q4 		$11K Sell
551
-2
-0.4% -$38 ﹤0.01% 5729
2024
Q3 		$11.7K Buy
553
+413
+295% +$9.44K ﹤0.01% 5725
2024
Q2 		$2.92K Sell
140
-46,427
-100% -$982K ﹤0.01% 6448
2024
Q1 		$864K Buy
46,567
+43,509
+1,423% +$639K ﹤0.01% 2483
2023
Q4 		$37.4K Sell
3,058
-8,686
-74% -$78.9K ﹤0.01% 5086
2023
Q3 		$84.9K Buy
11,744
+5,171
+79% +$33.7K ﹤0.01% 4622
2023
Q2 		$42.7K Buy
6,573
+1,735
+36% +$14.6K ﹤0.01% 5040
2023
Q1 		$67.2K Sell
4,838
-4,494
-48% -$67.1K ﹤0.01% 4758
2022
Q4 		$138K Buy
9,332
+3,464
+59% +$32.5K ﹤0.01% 4164
2022
Q3 		$40K Buy
5,868
+821
+16% +$7.69K ﹤0.01% 5060
2022
Q2 		$45K Buy
5,047
+2,055
+69% +$23.5K ﹤0.01% 5036
2022
Q1 		$48K Buy
2,992
+2,392
+399% +$36.2K ﹤0.01% 5124
2021
Q4 		$10K Buy
600
+400
+200% +$6.1K ﹤0.01% 6236
2021
Q3 		$4K Sell
200
-116
-37% -$2.78K ﹤0.01% 6621
2021
Q2 		$11K Sell
316
-85
-21% -$2.83K ﹤0.01% 5995
2021
Q1 		$14K Sell
401
-19
-5% -$809 ﹤0.01% 5695
2020
Q4 		$15K Sell
420
-584
-58% -$22.1K ﹤0.01% 5324
2020
Q3 		$38K Buy
1,004
+161
+19% +$7.25K ﹤0.01% 4504
2020
Q2 		$49K Buy
+843
New +$39.6K ﹤0.01% 4197

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Osaic Holdings's EVER Position: Q2 2026 in Review

Osaic Holdings increased its EverQuote (EVER) stake by 39% in Q2 2026, buying an estimated $5.06K and bringing the position to 986 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6054.

Osaic Holdings first reported a position in EVER in Q2 2020 and has held it in 25 quarters since. The position peaked at $864K in Q1 2024. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Osaic Holdings held 986 shares of EverQuote worth $23.5K as of Q2 2026.
  • Osaic Holdings bought 276 EverQuote shares in Q2 2026, an estimated $5.06K.
  • EverQuote made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6054 holding.
  • Osaic Holdings first reported a position in EverQuote in Q2 2020 and has held it in 25 quarters since.
  • Osaic Holdings's EverQuote position peaked at $864K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.