True Wealth Design’s EverQuote EVER Stock Holding History

True Wealth Design’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 Q3	$5.84K	Sell	291 -33	-10%	-$803	﹤0.01%	1290
2026 Q2	$7.71K	Buy	324 +288	+800%	+$5.28K	﹤0.01%	1167
2026 Q1	$556	Sell	36 -181	-83%	-$3.42K	﹤0.01%	2016
2025 Q4	$5.86K	Sell	217 -133	-38%	-$3.22K	﹤0.01%	1028
2025 Q3	$8.01K	Buy	350 +88	+34%	+$2.13K	﹤0.01%	916
2025 Q2	$6.34K	Buy	262 +76	+41%	+$1.8K	﹤0.01%	723
2025 Q1	$4.87K	Buy	186 +145	+354%	+$3.32K	﹤0.01%	693
2024 Q4	$820	Sell	41 -128	-76%	-$2.42K	﹤0.01%	989
2024 Q3	$3.56K	Buy	+169	New	+$3.86K	﹤0.01%	651

Other funds holding EVER

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's EVER Position: Q3 2026 in Review

True Wealth Design reduced its EverQuote (EVER) stake by 10% in Q3 2026, selling an estimated $803 and leaving 291 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

True Wealth Design first reported a position in EVER in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.01K in Q3 2025. 12 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

True Wealth Design held 291 shares of EverQuote worth $5.84K as of Q3 2026.
True Wealth Design sold 33 EverQuote shares in Q3 2026, an estimated $803.
EverQuote made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1290 holding.
True Wealth Design first reported a position in EverQuote in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's EverQuote position peaked at $8.01K in Q3 2025.
12 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.