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Private Wealth Asset Management’s EverQuote EVER Stock Holding History

Private Wealth Asset Management’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 		$14.3K Hold
600
– – ﹤0.01% 637
2026
Q1 		$9.25K Buy
+600
New +$11.3K ﹤0.01% 713

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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

Private Wealth Asset Management's EVER Position: Q2 2026 in Review

Private Wealth Asset Management held its EverQuote (EVER) position steady in Q2 2026 at 600 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Private Wealth Asset Management first reported a position in EVER in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Private Wealth Asset Management held 600 shares of EverQuote worth $14.3K as of Q2 2026.
  • Private Wealth Asset Management left its EverQuote share count unchanged in Q2 2026.
  • EverQuote made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #637 holding.
  • Private Wealth Asset Management first reported a position in EverQuote in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.