Simplicity Wealth’s EverQuote EVER Stock Holding History

Simplicity Wealth’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 Q3	$266K	Buy	+13,245	New	+$322K	0.01%	915

Other funds holding EVER

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Simplicity Wealth's EVER Position: Q3 2026 in Review

Simplicity Wealth opened a new position in EverQuote (EVER) in Q3 2026: 13,245 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #915 among its holdings.

32 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Simplicity Wealth held 13,245 shares of EverQuote worth $266K as of Q3 2026.
EverQuote was a new Simplicity Wealth position in Q3 2026.
EverQuote made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #915 holding.
32 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.