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Sound Income Strategies’s EverQuote EVER Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-80
Closed -$1.98K – 2633
2025
Q4 		$1.98K Buy
+80
New +$1.94K ﹤0.01% 2141
2025
Q1 		– Sell
-100
Closed -$2K – 1577
2024
Q4 		$2K Buy
+100
New +$1.89K ﹤0.01% 1162

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sound Income Strategies's EVER Position: Q1 2026 in Review

Sound Income Strategies sold out of EverQuote (EVER) in Q1 2026, closing a stake of 80 shares — an estimated $1.98K sold.

Sound Income Strategies first reported a position in EVER in Q4 2024 and held it in 2 quarters. The position peaked at $2K in Q4 2024. 226 funds tracked by Wall St. Rank hold EVER as of Q1 2026.

  • Sound Income Strategies reported no remaining EverQuote position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 80 EverQuote shares in Q1 2026, an estimated $1.98K.
  • Sound Income Strategies first reported a position in EverQuote in Q4 2024 and held it in 2 quarters.
  • Sound Income Strategies's EverQuote position peaked at $2K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held EverQuote as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.