UBS Group’s EverQuote EVER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.59M Sell
193,054
-269,554
-58% -$4.94M ﹤0.01% 4245
2026
Q1
$7.13M Buy
462,608
+211,554
+84% +$4M ﹤0.01% 3700
2025
Q4
$6.78M Buy
251,054
+16,360
+7% +$396K ﹤0.01% 3712
2025
Q3
$5.37M Sell
234,694
-361,034
-61% -$8.72M ﹤0.01% 3963
2025
Q2
$14.4M Buy
595,728
+7,719
+1% +$183K ﹤0.01% 2717
2025
Q1
$15.4M Sell
588,009
-360,204
-38% -$8.25M ﹤0.01% 2602
2024
Q4
$19M Buy
948,213
+768,928
+429% +$14.5M ﹤0.01% 2381
2024
Q3
$3.78M Buy
179,285
+20,022
+13% +$458K ﹤0.01% 3366
2024
Q2
$3.32M Buy
159,263
+20,140
+14% +$426K ﹤0.01% 3244
2024
Q1
$2.58M Buy
139,123
+114,766
+471% +$1.69M ﹤0.01% 3683
2023
Q4
$298K Buy
24,357
+14,585
+149% +$133K ﹤0.01% 5504
2023
Q3
$70.7K Sell
9,772
-3,803
-28% -$24.8K ﹤0.01% 6073
2023
Q2
$88.2K Buy
13,575
+1,982
+17% +$16.7K ﹤0.01% 6114
2023
Q1
$161K Sell
11,593
-1,369
-11% -$20.4K ﹤0.01% 5555
2022
Q4
$191K Buy
12,962
+11,115
+602% +$104K ﹤0.01% 5497
2022
Q3
$13K Sell
1,847
-982
-35% -$9.2K ﹤0.01% 8022
2022
Q2
$25K Sell
2,829
-8,308
-75% -$94.9K ﹤0.01% 6599
2022
Q1
$180K Sell
11,137
-1,467
-12% -$22.2K ﹤0.01% 5446
2021
Q4
$198K Sell
12,604
-4,226
-25% -$64.5K ﹤0.01% 5699
2021
Q3
$313K Buy
16,830
+16,730
+16,730% +$400K ﹤0.01% 5009
2021
Q2
$3K Sell
100
-1,100
-92% -$36.7K ﹤0.01% 8796
2021
Q1
$44K Sell
1,200
-318
-21% -$13.5K ﹤0.01% 6677
2020
Q4
$57K Sell
1,518
-2,356
-61% -$89.1K ﹤0.01% 6076
2020
Q3
$150K Sell
3,874
-12,093
-76% -$545K ﹤0.01% 4963
2020
Q2
$928K Sell
15,967
-603
-4% -$28.3K ﹤0.01% 3573
2020
Q1
$435K Buy
16,570
+54
+0.3% +$1.9K ﹤0.01% 4094
2019
Q4
$568K Buy
16,516
+14,163
+602% +$395K ﹤0.01% 4725
2019
Q3
$50K Sell
2,353
-1,570
-40% -$29.7K ﹤0.01% 6199
2019
Q2
$51K Buy
+3,923
New +$40.8K ﹤0.01% 5909
2019
Q1
Sell
-152
Closed -$1K 7826
2018
Q4
$1K Sell
152
-875
-85% -$8.11K ﹤0.01% 7888
2018
Q3
$15K Sell
1,027
-933
-48% -$14.1K ﹤0.01% 6961
2018
Q2
$36K Buy
+1,960
New +$35.4K ﹤0.01% 6252

Other funds holding EVER

UBS Group's EVER Position: Q2 2026 in Review

UBS Group reduced its EverQuote (EVER) stake by 58% in Q2 2026, selling an estimated $4.94M and leaving 193,054 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #4245.

UBS Group first reported a position in EVER in Q2 2018 and has held it in 32 quarters since. The position peaked at $19M in Q4 2024. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • UBS Group held 193,054 shares of EverQuote worth $4.59M as of Q2 2026.
  • UBS Group sold 269,554 EverQuote shares in Q2 2026, an estimated $4.94M.
  • EverQuote made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4245 holding.
  • UBS Group first reported a position in EverQuote in Q2 2018 and has held it in 32 quarters since.
  • UBS Group's EverQuote position peaked at $19M in Q4 2024.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

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