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Rothschild Investment LLC’s EverQuote EVER Stock Holding History

Rothschild Investment LLC’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 		$9.97K Buy
419
+204
+95% +$3.74K ﹤0.01% 1886
2026
Q1 		$3.31K Sell
215
-16
-7% -$303 ﹤0.01% 2281
2025
Q4 		$6.24K Buy
231
+61
+36% +$1.48K ﹤0.01% 1770
2025
Q3 		$3.89K Buy
170
+100
+143% +$2.42K ﹤0.01% 1820
2025
Q2 		$1.69K Buy
70
+20
+40% +$474 ﹤0.01% 2172
2025
Q1 		$1.31K Buy
+50
New +$1.15K ﹤0.01% 2178
2024
Q4 		– Sell
-35
Closed -$738 – 2992
2024
Q3 		$738 Buy
35
+20
+133% +$457 ﹤0.01% 2351
2024
Q2 		$313 Buy
+15
New +$317 ﹤0.01% 2273

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rothschild Investment LLC's EVER Position: Q2 2026 in Review

Rothschild Investment LLC increased its EverQuote (EVER) stake by 95% in Q2 2026, buying an estimated $3.74K and bringing the position to 419 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Rothschild Investment LLC first reported a position in EVER in Q2 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Rothschild Investment LLC held 419 shares of EverQuote worth $9.97K as of Q2 2026.
  • Rothschild Investment LLC bought 204 EverQuote shares in Q2 2026, an estimated $3.74K.
  • EverQuote made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1886 holding.
  • Rothschild Investment LLC first reported a position in EverQuote in Q2 2024 and has held it in 8 quarters since.
  • 88 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.