UBS AM
EVER icon

UBS AM’s EverQuote EVER Stock Holding History

UBS AM’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 		$981K Buy
41,237
+4,504
+12% +$82.5K ﹤0.01% 2349
2026
Q1 		$566K Buy
36,733
+1,132
+3% +$21.4K ﹤0.01% 2520
2025
Q4 		$961K Buy
35,601
+1,218
+4% +$29.5K ﹤0.01% 2155
2025
Q3 		$786K Sell
34,383
-279,339
-89% -$6.75M ﹤0.01% 2086
2025
Q2 		$7.59M Sell
313,722
-25,950
-8% -$615K ﹤0.01% 1494
2025
Q1 		$8.9M Buy
339,672
+292,172
+615% +$6.69M ﹤0.01% 1282
2024
Q4 		$950K Buy
47,500
+12,118
+34% +$229K ﹤0.01% 2383
2024
Q3 		$746K Sell
35,382
-10,506
-23% -$240K ﹤0.01% 2515
2024
Q2 		$957K Buy
+45,888
New +$970K ﹤0.01% 2393
2023
Q3 		– Sell
-12,356
Closed -$172K – 2621
2023
Q2 		$172K Hold
12,356
– – ﹤0.01% 2589
2023
Q1 		$172K Buy
+12,356
New +$184K ﹤0.01% 2589
2022
Q4 		– Sell
-40,967
Closed -$279K – 2617
2022
Q3 		$279K Sell
40,967
-5,717
-12% -$53.5K ﹤0.01% 2514
2022
Q2 		$413K Buy
46,684
+28,160
+152% +$322K ﹤0.01% 2369
2022
Q1 		$300K Buy
18,524
+2,424
+15% +$36.7K ﹤0.01% 2595
2021
Q4 		$252K Hold
16,100
– – ﹤0.01% 2718
2021
Q3 		$300K Hold
16,100
– – ﹤0.01% 2616
2021
Q2 		$526K Buy
16,100
+8,300
+106% +$277K ﹤0.01% 2517
2021
Q1 		$283K Hold
7,800
– – ﹤0.01% 2495
2020
Q4 		$291K Buy
7,800
+1,900
+32% +$71.9K ﹤0.01% 2418
2020
Q3 		$228K Buy
5,900
+100
+2% +$4.51K ﹤0.01% 2370
2020
Q2 		$337K Buy
+5,800
New +$273K ﹤0.01% 2249

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

UBS AM's EVER Position: Q2 2026 in Review

UBS AM increased its EverQuote (EVER) stake by 12% in Q2 2026, buying an estimated $82.5K and bringing the position to 41,237 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

UBS AM first reported a position in EVER in Q2 2020 and has held it in 21 quarters since. The position peaked at $8.9M in Q1 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • UBS AM held 41,237 shares of EverQuote worth $981K as of Q2 2026.
  • UBS AM bought 4,504 EverQuote shares in Q2 2026, an estimated $82.5K.
  • EverQuote made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2349 holding.
  • UBS AM first reported a position in EverQuote in Q2 2020 and has held it in 21 quarters since.
  • UBS AM's EverQuote position peaked at $8.9M in Q1 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.