UBS AM
EFOR

UBS AM’s Everforth Inc EFOR Stock Holding History

UBS AM’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 		$4.31M Buy
111,416
+12,780
+13% +$570K ﹤0.01% 1639
2025
Q4 		$4.75M Buy
98,636
+1,333
+1% +$61.5K ﹤0.01% 1487
2025
Q3 		$4.61M Sell
97,303
-81,865
-46% -$4.18M ﹤0.01% 1406
2025
Q2 		$8.95M Buy
179,168
+45,357
+34% +$2.48M ﹤0.01% 1415
2025
Q1 		$8.43M Buy
133,811
+2,937
+2% +$226K ﹤0.01% 1308
2024
Q4 		$10.9M Buy
130,874
+20,532
+19% +$1.87M ﹤0.01% 1205
2024
Q3 		$10.3M Sell
110,342
-3,079
-3% -$286K ﹤0.01% 1203
2024
Q2 		$10M Buy
113,421
+39,935
+54% +$3.82M ﹤0.01% 1138
2024
Q1 		$7.7M Buy
73,486
+4,952
+7% +$479K ﹤0.01% 1095
2023
Q4 		$6.59M Buy
68,534
+5,799
+9% +$506K ﹤0.01% 1142
2023
Q3 		$5.12M Buy
62,735
+7,718
+14% +$615K ﹤0.01% 1195
2023
Q2 		$4.55M Hold
55,017
– – ﹤0.01% 1276
2023
Q1 		$4.55M Sell
55,017
-365
-0.7% -$31.7K ﹤0.01% 1276
2022
Q4 		$4.51M Sell
55,382
-4,351
-7% -$382K ﹤0.01% 1203
2022
Q3 		$5.4M Sell
59,733
-12,941
-18% -$1.25M ﹤0.01% 1175
2022
Q2 		$6.56M Buy
72,674
+1,655
+2% +$170K ﹤0.01% 1116
2022
Q1 		$8.29M Buy
71,019
+1,145
+2% +$130K ﹤0.01% 1146
2021
Q4 		$8.62M Buy
69,874
+5,920
+9% +$724K ﹤0.01% 1180
2021
Q3 		$7.24M Buy
63,954
+336
+0.5% +$35.4K ﹤0.01% 1219
2021
Q2 		$6.17M Sell
63,618
-1,363
-2% -$139K ﹤0.01% 1284
2021
Q1 		$6.2M Sell
64,981
-1,943
-3% -$179K ﹤0.01% 1252
2020
Q4 		$5.59M Buy
66,924
+652
+1% +$50.1K ﹤0.01% 1248
2020
Q3 		$4.21M Buy
66,272
+4,684
+8% +$322K ﹤0.01% 1220
2020
Q2 		$4.11M Buy
61,588
+3,899
+7% +$207K ﹤0.01% 1201
2020
Q1 		$2.04M Sell
57,689
-188,256
-77% -$10.7M ﹤0.01% 1399
2019
Q4 		$17.5M Buy
245,945
+2,851
+1% +$186K 0.01% 808
2019
Q3 		$15.3M Buy
243,094
+28,700
+13% +$1.77M 0.01% 831
2019
Q2 		$13M Sell
214,394
-2,265
-1% -$136K 0.01% 873
2019
Q1 		$13.8M Buy
216,659
+3,302
+2% +$206K 0.01% 843
2018
Q4 		$11.6M Buy
213,357
+42,422
+25% +$2.77M 0.01% 832
2018
Q3 		$13.5M Buy
170,935
+4,011
+2% +$346K 0.01% 858
2018
Q2 		$13.1M Buy
166,924
+36,062
+28% +$2.95M 0.01% 881
2018
Q1 		$10.7M Sell
130,862
-1,607
-1% -$120K 0.01% 917
2017
Q4 		$8.51M Buy
132,469
+34,059
+35% +$2.06M 0.01% 956
2017
Q3 		$5.28M Buy
98,410
+69,746
+243% +$3.49M ﹤0.01% 1069
2017
Q2 		$1.55M Sell
28,664
-1,630
-5% -$83.7K ﹤0.01% 1458
2017
Q1 		$1.47M Buy
30,294
+8,623
+40% +$399K ﹤0.01% 1478
2016
Q4 		$957K Sell
21,671
-12,616
-37% -$502K ﹤0.01% 1571
2016
Q3 		$1.24M Buy
34,287
+4,000
+13% +$149K ﹤0.01% 1590
2016
Q2 		$1.12M Buy
30,287
+7,118
+31% +$262K ﹤0.01% 1598
2016
Q1 		$855K Sell
23,169
-12,258
-35% -$433K ﹤0.01% 1700
2015
Q4 		$1.59M Sell
35,427
-1,189
-3% -$52K ﹤0.01% 1545
2015
Q3 		$1.35M Buy
36,616
+12,318
+51% +$468K ﹤0.01% 1601
2015
Q2 		$954K Buy
24,298
+2,700
+13% +$103K ﹤0.01% 1701
2015
Q1 		$829K Buy
21,598
+1,000
+5% +$36.4K ﹤0.01% 1712
2014
Q4 		$684K Buy
20,598
+1,300
+7% +$39.1K ﹤0.01% 1770
2014
Q3 		$518K Buy
19,298
+700
+4% +$21.7K ﹤0.01% 1863
2014
Q2 		$662K Hold
18,598
– – ﹤0.01% 1752
2014
Q1 		$718K Buy
18,598
+3,500
+23% +$117K ﹤0.01% 1684
2013
Q4 		$527K Sell
15,098
-300
-2% -$10K ﹤0.01% 1780
2013
Q3 		$508K Sell
15,398
-1,500
-9% -$46.5K ﹤0.01% 1770
2013
Q2 		$452K Buy
+16,898
New +$425K ﹤0.01% 1758

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

UBS AM's EFOR Position: Q1 2026 in Review

UBS AM increased its Everforth Inc (EFOR) stake by 13% in Q1 2026, buying an estimated $570K and bringing the position to 111,416 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

UBS AM first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.5M in Q4 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • UBS AM held 111,416 shares of Everforth Inc worth $4.31M as of Q1 2026.
  • UBS AM bought 12,780 Everforth Inc shares in Q1 2026, an estimated $570K.
  • Everforth Inc made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1639 holding.
  • UBS AM first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's Everforth Inc position peaked at $17.5M in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.