UBS Group
EFOR

UBS Group’s Everforth Inc EFOR Stock Holding History

UBS Group’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
2015
Q1 		– Sell
-200
Closed -$7K – 8776
2014
Q4 		$7K Buy
+200
New +$6.01K ﹤0.01% 8687

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's EFOR Position: Q2 2026 in Review

UBS Group increased its Everforth Inc (EFOR) stake by 68% in Q2 2026, buying an estimated $2.15M and bringing the position to 217,633 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #4422.

UBS Group first reported a position in EFOR in Q4 2014 and has held it in 47 quarters since. The position peaked at $12M in Q4 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • UBS Group held 217,633 shares of Everforth Inc worth $3.89M as of Q2 2026.
  • UBS Group bought 88,139 Everforth Inc shares in Q2 2026, an estimated $2.15M.
  • Everforth Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4422 holding.
  • UBS Group first reported a position in Everforth Inc in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Everforth Inc position peaked at $12M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

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