TI
EFOR

Tidal Investments’s Everforth Inc EFOR Stock Holding History

Tidal Investments’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
-10,135
Closed -$488K – 2357
2025
Q4 		$488K Buy
10,135
+1,923
+23% +$88.6K ﹤0.01% 1658
2025
Q3 		$389K Buy
8,212
+807
+11% +$41.2K ﹤0.01% 1708
2025
Q2 		$370K Sell
7,405
-2,720
-27% -$149K ﹤0.01% 1578
2025
Q1 		$638K Sell
10,125
-112,761
-92% -$8.68M 0.01% 1198
2024
Q4 		$10.2M Buy
122,886
+118,047
+2,439% +$10.8M 0.08% 272
2024
Q3 		$451K Sell
4,839
-128
-3% -$11.9K ﹤0.01% 1428
2024
Q2 		$438K Buy
4,967
+152
+3% +$14.5K 0.01% 1359
2024
Q1 		$504K Buy
4,815
+1,119
+30% +$108K 0.01% 1195
2023
Q4 		$355K Sell
3,696
-310
-8% -$27.1K 0.01% 1099
2023
Q3 		$327K Buy
4,006
+1,145
+40% +$91.2K 0.01% 1031
2023
Q2 		$216K Buy
+2,861
New +$206K 0.01% 1169

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Tidal Investments's EFOR Position: Q1 2026 in Review

Tidal Investments sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 10,135 shares — an estimated $488K sold.

Tidal Investments first reported a position in EFOR in Q2 2023 and held it in 11 quarters. The position peaked at $10.2M in Q4 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Tidal Investments reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 10,135 Everforth Inc shares in Q1 2026, an estimated $488K.
  • Tidal Investments first reported a position in Everforth Inc in Q2 2023 and held it in 11 quarters.
  • Tidal Investments's Everforth Inc position peaked at $10.2M in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.