Vise Technologies
EFOR icon

Vise Technologies’s Everforth Inc EFOR Stock Holding History

Vise Technologies’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
Q2 		– Sell
-9,337
Closed -$450K – 1820
2026
Q1 		$450K Hold
9,337
– – 0.01% 923
2025
Q4 		$450K Buy
9,337
+1,003
+12% +$46.2K 0.01% 929
2025
Q3 		$395K Sell
8,334
-616
-7% -$31.4K 0.01% 780
2025
Q2 		$447K Buy
+8,950
New +$489K 0.02% 685
2024
Q4 		$765K Sell
9,183
-338
-4% -$30.9K 0.06% 316
2024
Q3 		$888K Buy
9,521
+1,390
+17% +$129K 0.11% 180
2024
Q2 		$717K Buy
8,131
+2,403
+42% +$230K 0.13% 162
2024
Q1 		$600K Buy
5,728
+329
+6% +$31.8K 0.12% 173
2023
Q4 		$519K Buy
+5,399
New +$472K 0.11% 183
2023
Q2 		– Sell
-2,942
Closed -$243K – 345
2023
Q1 		$243K Buy
+2,942
New +$255K 0.06% 286

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 $3.38T AUM 44.17% 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

Vise Technologies's EFOR Position: Q2 2026 in Review

Vise Technologies sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 9,337 shares — an estimated $450K sold.

Vise Technologies first reported a position in EFOR in Q1 2023 and held it in 10 quarters. The position peaked at $888K in Q3 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Vise Technologies reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 9,337 Everforth Inc shares in Q2 2026, an estimated $450K.
  • Vise Technologies first reported a position in Everforth Inc in Q1 2023 and held it in 10 quarters.
  • Vise Technologies's Everforth Inc position peaked at $888K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.