Spire Wealth Management’s EverQuote EVER Stock Holding History

Spire Wealth Management’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	$19K	Buy	+799	New	+$14.6K	﹤0.01%	1455
2026 Q1	–	Sell	-567	Closed	-$15.3K	–	2306
2025 Q4	$15.3K	Buy	567 +490	+636%	+$11.9K	﹤0.01%	1575
2025 Q3	$1.76K	Hold	77	–	–	﹤0.01%	2186
2025 Q2	$1.86K	Sell	77 -32,983	-100%	-$781K	﹤0.01%	2188
2025 Q1	$866K	Buy	+33,060	New	+$757K	0.03%	434
2021 Q2	–	Sell	-85	Closed	-$3K	–	2694
2021 Q1	$3K	Buy	+85	New	+$3.62K	﹤0.01%	2746

Other funds holding EVER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Spire Wealth Management's EVER Position: Q2 2026 in Review

Spire Wealth Management opened a new position in EverQuote (EVER) in Q2 2026: 799 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in EVER as recently as Q4 2025.

Spire Wealth Management first reported a position in EVER in Q1 2021 and has held it in 6 quarters since. The position peaked at $866K in Q1 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Spire Wealth Management held 799 shares of EverQuote worth $19K as of Q2 2026.
EverQuote was a new Spire Wealth Management position in Q2 2026.
EverQuote made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1455 holding.
Spire Wealth Management first reported a position in EverQuote in Q1 2021 and has held it in 6 quarters since.
Spire Wealth Management's EverQuote position peaked at $866K in Q1 2025.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.