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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Vise Technologies's EFOR Position: Q1 2026 in Review

Vise Technologies held its Everforth Inc (EFOR) position steady in Q1 2026 at 9,337 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #923.

Vise Technologies first reported a position in EFOR in Q1 2023 and has held it in 10 quarters since. The position peaked at $888K in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Vise Technologies held 9,337 shares of Everforth Inc worth $450K as of Q1 2026.
Vise Technologies left its Everforth Inc share count unchanged in Q1 2026.
Everforth Inc made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #923 holding.
Vise Technologies first reported a position in Everforth Inc in Q1 2023 and has held it in 10 quarters since.
Vise Technologies's Everforth Inc position peaked at $888K in Q3 2024.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.