UBS Group’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Buy |
129,494
+40,345
| +45% | +$1.8M | ﹤0.01% | 4081 |
|
|
2025
Q4 | $4.29M | Sell |
89,149
-77,694
| -47% | -$3.58M | ﹤0.01% | 4182 |
|
|
2025
Q3 | $7.9M | Buy |
166,843
+92,665
| +125% | +$4.73M | ﹤0.01% | 3546 |
|
|
2025
Q2 | $3.7M | Sell |
74,178
-72,270
| -49% | -$3.95M | ﹤0.01% | 4181 |
|
|
2025
Q1 | $9.23M | Buy |
146,448
+2,194
| +2% | +$169K | ﹤0.01% | 3118 |
|
|
2024
Q4 | $12M | Buy |
144,254
+108,860
| +308% | +$9.94M | ﹤0.01% | 2852 |
|
|
2024
Q3 | $3.3M | Sell |
35,394
-34,376
| -49% | -$3.19M | ﹤0.01% | 3487 |
|
|
2024
Q2 | $6.15M | Sell |
69,770
-35,210
| -34% | -$3.36M | ﹤0.01% | 2654 |
|
|
2024
Q1 | $11M | Sell |
104,980
-12,099
| -10% | -$1.17M | ﹤0.01% | 2194 |
|
|
2023
Q4 | $11.3M | Buy |
117,079
+6,797
| +6% | +$594K | ﹤0.01% | 1996 |
|
|
2023
Q3 | $9.01M | Buy |
110,282
+1,807
| +2% | +$144K | ﹤0.01% | 2060 |
|
|
2023
Q2 | $8.2M | Buy |
108,475
+38,168
| +54% | +$2.74M | ﹤0.01% | 2125 |
|
|
2023
Q1 | $5.81M | Buy |
70,307
+3,230
| +5% | +$280K | ﹤0.01% | 2373 |
|
|
2022
Q4 | $5.47M | Buy |
67,077
+20,256
| +43% | +$1.78M | ﹤0.01% | 2417 |
|
|
2022
Q3 | $4.23M | Buy |
46,821
+651
| +1% | +$63.1K | ﹤0.01% | 2506 |
|
|
2022
Q2 | $4.17M | Sell |
46,170
-3,893
| -8% | -$399K | ﹤0.01% | 2525 |
|
|
2022
Q1 | $5.84M | Sell |
50,063
-30,880
| -38% | -$3.5M | ﹤0.01% | 2388 |
|
|
2021
Q4 | $9.99M | Buy |
80,943
+31,328
| +63% | +$3.83M | ﹤0.01% | 2141 |
|
|
2021
Q3 | $5.61M | Sell |
49,615
-4,208
| -8% | -$443K | ﹤0.01% | 2541 |
|
|
2021
Q2 | $5.22M | Sell |
53,823
-10,637
| -17% | -$1.09M | ﹤0.01% | 2634 |
|
|
2021
Q1 | $6.15M | Sell |
64,460
-1,269
| -2% | -$117K | ﹤0.01% | 2393 |
|
|
2020
Q4 | $5.49M | Buy |
65,729
+20,493
| +45% | +$1.58M | ﹤0.01% | 2355 |
|
|
2020
Q3 | $2.88M | Sell |
45,236
-2,950
| -6% | -$203K | ﹤0.01% | 2716 |
|
|
2020
Q2 | $3.21M | Sell |
48,186
-23,296
| -33% | -$1.24M | ﹤0.01% | 2430 |
|
|
2020
Q1 | $2.52M | Sell |
71,482
-87,875
| -55% | -$4.98M | ﹤0.01% | 2540 |
|
|
2019
Q4 | $11.3M | Buy |
159,357
+68,793
| +76% | +$4.49M | ﹤0.01% | 1845 |
|
|
2019
Q3 | $5.69M | Buy |
90,564
+24,675
| +37% | +$1.52M | ﹤0.01% | 2260 |
|
|
2019
Q2 | $3.99M | Buy |
65,889
+17,146
| +35% | +$1.03M | ﹤0.01% | 2517 |
|
|
2019
Q1 | $3.1M | Sell |
48,743
-15,279
| -24% | -$955K | ﹤0.01% | 2602 |
|
|
2018
Q4 | $3.49M | Sell |
64,022
-1,779
| -3% | -$116K | ﹤0.01% | 2506 |
|
|
2018
Q3 | $5.19M | Sell |
65,801
-14,011
| -18% | -$1.21M | ﹤0.01% | 2316 |
|
|
2018
Q2 | $6.24M | Sell |
79,812
-4,692
| -6% | -$384K | ﹤0.01% | 2150 |
|
|
2018
Q1 | $6.92M | Buy |
84,504
+11,141
| +15% | +$834K | ﹤0.01% | 2015 |
|
|
2017
Q4 | $4.71M | Sell |
73,363
-2,142
| -3% | -$130K | ﹤0.01% | 2408 |
|
|
2017
Q3 | $4.05M | Buy |
75,505
+5,917
| +9% | +$296K | ﹤0.01% | 2418 |
|
|
2017
Q2 | $3.77M | Sell |
69,588
-721
| -1% | -$37K | ﹤0.01% | 2409 |
|
|
2017
Q1 | $3.41M | Buy |
70,309
+2,737
| +4% | +$127K | ﹤0.01% | 2436 |
|
|
2016
Q4 | $2.98M | Buy |
67,572
+208
| +0.3% | +$8.27K | ﹤0.01% | 2551 |
|
|
2016
Q3 | $2.44M | Sell |
67,364
-37,583
| -36% | -$1.4M | ﹤0.01% | 2661 |
|
|
2016
Q2 | $3.88M | Buy |
104,947
+33,094
| +46% | +$1.22M | ﹤0.01% | 2177 |
|
|
2016
Q1 | $2.65M | Sell |
71,853
-37,344
| -34% | -$1.32M | ﹤0.01% | 2416 |
|
|
2015
Q4 | $4.91M | Sell |
109,197
-30,140
| -22% | -$1.32M | ﹤0.01% | 1982 |
|
|
2015
Q3 | $5.14M | Buy |
139,337
+22,290
| +19% | +$847K | ﹤0.01% | 1897 |
|
|
2015
Q2 | $4.6M | Sell |
117,047
-78,311
| -40% | -$2.99M | ﹤0.01% | 2163 |
|
|
2015
Q1 | $7.5M | Sell |
195,358
-52,506
| -21% | -$1.91M | 0.01% | 1713 |
|
|
2014
Q4 | $8.23M | Buy |
+247,864
| New | +$7.45M | 0.01% | 1656 |
|
Other funds holding EFOR
VPM
VCM
RP
UBS Group's EFOR Position: Q1 2026 in Review
UBS Group increased its Everforth Inc (EFOR) stake by 45% in Q1 2026, buying an estimated $1.8M and bringing the position to 129,494 shares worth $5.01M. The position accounts for ﹤0.01% of the portfolio, ranked #4081.
UBS Group first reported a position in EFOR in Q4 2014 and has held it in 46 quarters since. The position peaked at $12M in Q4 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- UBS Group held 129,494 shares of Everforth Inc worth $5.01M as of Q1 2026.
- UBS Group bought 40,345 Everforth Inc shares in Q1 2026, an estimated $1.8M.
- Everforth Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4081 holding.
- UBS Group first reported a position in Everforth Inc in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Everforth Inc position peaked at $12M in Q4 2024.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.