SWGC
EVER icon

Summit Wealth Group (Colorado)’s EverQuote EVER Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-7,603
Closed -$2.03M – 317
2025
Q3 		$2.03M Buy
+7,603
New +$184K 0.31% 54

Other funds holding EVER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EVER Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of EverQuote (EVER) in Q4 2025, closing a stake of 7,603 shares — an estimated $2.03M sold.

Summit Wealth Group (Colorado) first reported a position in EVER in Q3 2025 and held it in 1 quarter. The position peaked at $2.03M in Q3 2025. 242 funds tracked by Wall St. Rank hold EVER as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining EverQuote position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,603 EverQuote shares in Q4 2025, an estimated $2.03M.
  • Summit Wealth Group (Colorado) first reported a position in EverQuote in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s EverQuote position peaked at $2.03M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held EverQuote as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.