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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

True Wealth Design's EVER Position: Q2 2026 in Review

True Wealth Design increased its EverQuote (EVER) stake by 800% in Q2 2026, buying an estimated $5.28K and bringing the position to 324 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

True Wealth Design first reported a position in EVER in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.01K in Q3 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • True Wealth Design held 324 shares of EverQuote worth $7.71K as of Q2 2026.
  • True Wealth Design bought 288 EverQuote shares in Q2 2026, an estimated $5.28K.
  • EverQuote made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1167 holding.
  • True Wealth Design first reported a position in EverQuote in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's EverQuote position peaked at $8.01K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.