&Partners’s Everforth Inc EFOR Stock Holding History

&Partners’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	–	Sell	-9,649	Closed	-$374K	–	2514
2026 Q1	$374K	Buy	9,649 +2,955	+44%	+$132K	﹤0.01%	1849
2025 Q4	$322K	Sell	6,694 -1,331	-17%	-$61.4K	﹤0.01%	1870
2025 Q3	$380K	Buy	8,025 +1,208	+18%	+$61.6K	﹤0.01%	1622
2025 Q2	$340K	Buy	+6,817	New	+$372K	﹤0.01%	1562

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

&Partners's EFOR Position: Q2 2026 in Review

&Partners sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 9,649 shares — an estimated $374K sold.

&Partners first reported a position in EFOR in Q2 2025 and held it in 4 quarters. The position peaked at $380K in Q3 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

&Partners reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
&Partners sold 9,649 Everforth Inc shares in Q2 2026, an estimated $374K.
&Partners first reported a position in Everforth Inc in Q2 2025 and held it in 4 quarters.
&Partners's Everforth Inc position peaked at $380K in Q3 2025.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.