SWIM
EFOR

Smallwood Wealth Investment Management’s Everforth Inc EFOR Stock Holding History

Smallwood Wealth Investment Management’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 		– Sell
-107
Closed -$5.15K – 528
2025
Q4 		$5.15K Buy
+107
New +$4.93K ﹤0.01% 353

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Smallwood Wealth Investment Management's EFOR Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 107 shares — an estimated $5.15K sold.

Smallwood Wealth Investment Management first reported a position in EFOR in Q4 2025 and held it in 1 quarter. The position peaked at $5.15K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 107 Everforth Inc shares in Q1 2026, an estimated $5.15K.
  • Smallwood Wealth Investment Management first reported a position in Everforth Inc in Q4 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Everforth Inc position peaked at $5.15K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.