Rothschild Investment LLC’s Everforth Inc EFOR Stock Holding History

Rothschild Investment LLC’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	$99.5K	Buy	2,571 +1,557	+154%	+$69.4K	0.01%	890
2025 Q4	$48.8K	Buy	1,014 +551	+119%	+$25.4K	﹤0.01%	1029
2025 Q3	$21.9K	Buy	463 +393	+561%	+$20.1K	﹤0.01%	1208
2025 Q2	$3.5K	Buy	70 +55	+367%	+$3K	﹤0.01%	1691
2025 Q1	$945	Sell	15 -10	-40%	-$770	﹤0.01%	2374
2024 Q4	$2.08K	Sell	25 -15	-38%	-$1.37K	﹤0.01%	1777
2024 Q3	$3.73K	Buy	40 +35	+700%	+$3.25K	﹤0.01%	1402
2024 Q2	$441	Hold	5	–	–	﹤0.01%	2098
2024 Q1	$524	Buy	+5	New	+$483	﹤0.01%	1348
2015 Q1	–	Sell	-35,235	Closed	-$1.17M	–	499
2014 Q4	$1.17M	Buy	35,235 +200	+0.6%	+$6.01K	0.14%	163
2014 Q3	$941K	Hold	35,035	–	–	0.11%	196
2014 Q2	$1.25M	Buy	35,035 +35	+0.1%	+$1.25K	0.16%	141
2014 Q1	$1.35M	Hold	35,000	–	–	0.18%	129
2013 Q4	$1.22M	Sell	35,000 -350	-1%	-$11.7K	0.17%	127
2013 Q3	$1.17M	Buy	35,350 +350	+1%	+$10.9K	0.17%	122
2013 Q2	$935K	Buy	+35,000	New	+$881K	0.15%	138

Other funds holding EFOR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

Rothschild Investment LLC's EFOR Position: Q1 2026 in Review

Rothschild Investment LLC increased its Everforth Inc (EFOR) stake by 154% in Q1 2026, buying an estimated $69.4K and bringing the position to 2,571 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #890.

Rothschild Investment LLC first reported a position in EFOR in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.35M in Q1 2014. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Rothschild Investment LLC held 2,571 shares of Everforth Inc worth $99.5K as of Q1 2026.
Rothschild Investment LLC bought 1,557 Everforth Inc shares in Q1 2026, an estimated $69.4K.
Everforth Inc made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #890 holding.
Rothschild Investment LLC first reported a position in Everforth Inc in Q2 2013 and has held it in 16 quarters since.
Rothschild Investment LLC's Everforth Inc position peaked at $1.35M in Q1 2014.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.