Strategic Wealth Partners
EFOR icon

Strategic Wealth Partners’s Everforth Inc EFOR Stock Holding History

Strategic Wealth Partners’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
Q2 		$5.09K Hold
285
– – ﹤0.01% 1050
2026
Q1 		$11K Hold
285
– – ﹤0.01% 868
2025
Q4 		$13.7K Hold
285
– – ﹤0.01% 800
2025
Q3 		$13.5K Hold
285
– – ﹤0.01% 831
2025
Q2 		$14.2K Buy
+285
New +$15.6K ﹤0.01% 724

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Partners's EFOR Position: Q2 2026 in Review

Strategic Wealth Partners held its Everforth Inc (EFOR) position steady in Q2 2026 at 285 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Strategic Wealth Partners first reported a position in EFOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.2K in Q2 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Strategic Wealth Partners held 285 shares of Everforth Inc worth $5.09K as of Q2 2026.
  • Strategic Wealth Partners left its Everforth Inc share count unchanged in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1050 holding.
  • Strategic Wealth Partners first reported a position in Everforth Inc in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Everforth Inc position peaked at $14.2K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.