T. Rowe Price Investment Management’s Everforth Inc EFOR Stock Holding History

T. Rowe Price Investment Management’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 Q1	–	Sell	-77	Closed	-$4K	–	667
2025 Q4	$4K	Sell	77 -19	-20%	-$876	﹤0.01%	800
2025 Q3	$5K	Sell	96 -518,240	-100%	-$26.4M	﹤0.01%	763
2025 Q2	$25.9M	Buy	518,336 +19,663	+4%	+$1.07M	0.02%	472
2025 Q1	$31.4M	Buy	498,673 +67,644	+16%	+$5.21M	0.02%	466
2024 Q4	$35.9M	Buy	431,029 +253,869	+143%	+$23.2M	0.02%	457
2024 Q3	$16.5M	Sell	177,160 -14,603	-8%	-$1.35M	0.01%	533
2024 Q2	$16.9M	Sell	191,763 -869,703	-82%	-$83.1M	0.01%	514
2024 Q1	$111M	Buy	1,061,466 +171,558	+19%	+$16.6M	0.07%	275
2023 Q4	$85.6M	Buy	889,908 +503,320	+130%	+$44M	0.06%	302
2023 Q3	$31.6M	Buy	+386,588	New	+$30.8M	0.02%	427

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

T. Rowe Price Investment Management's EFOR Position: Q1 2026 in Review

T. Rowe Price Investment Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 77 shares — an estimated $4K sold.

T. Rowe Price Investment Management first reported a position in EFOR in Q3 2023 and held it in 10 quarters. The position peaked at $111M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

T. Rowe Price Investment Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
T. Rowe Price Investment Management sold 77 Everforth Inc shares in Q1 2026, an estimated $4K.
T. Rowe Price Investment Management first reported a position in Everforth Inc in Q3 2023 and held it in 10 quarters.
T. Rowe Price Investment Management's Everforth Inc position peaked at $111M in Q1 2024.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.