Steward Partners Investment Advisory
EVER icon

Steward Partners Investment Advisory’s EverQuote EVER Stock Holding History

Steward Partners Investment Advisory’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 		$9.87K Buy
415
+15
+4% +$275 ﹤0.01% 3743
2026
Q1 		$6.17K Hold
400
– – ﹤0.01% 3733
2025
Q4 		$10.8K Hold
400
– – ﹤0.01% 3417
2025
Q3 		$9.15K Hold
400
– – ﹤0.01% 3443
2025
Q2 		$9.67K Hold
400
– – ﹤0.01% 3232
2025
Q1 		$10.5K Hold
400
– – ﹤0.01% 3077
2024
Q4 		$8K Hold
400
– – ﹤0.01% 3189
2024
Q3 		$8.44K Buy
+400
New +$9.14K ﹤0.01% 3013

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steward Partners Investment Advisory's EVER Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its EverQuote (EVER) stake by 3.8% in Q2 2026, buying an estimated $275 and bringing the position to 415 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3743.

Steward Partners Investment Advisory first reported a position in EVER in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.8K in Q4 2025. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Steward Partners Investment Advisory held 415 shares of EverQuote worth $9.87K as of Q2 2026.
  • Steward Partners Investment Advisory bought 15 EverQuote shares in Q2 2026, an estimated $275.
  • EverQuote made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3743 holding.
  • Steward Partners Investment Advisory first reported a position in EverQuote in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's EverQuote position peaked at $10.8K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.