Vontobel Holding’s EverQuote EVER Stock Holding History

Vontobel Holding’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-39,123	Closed	-$603K	–	1497
2026 Q1	$603K	Buy	39,123 +12,415	+46%	+$235K	﹤0.01%	786
2025 Q4	$721K	Buy	+26,708	New	+$647K	﹤0.01%	866

Other funds holding EVER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vontobel Holding's EVER Position: Q2 2026 in Review

Vontobel Holding sold out of EverQuote (EVER) in Q2 2026, closing a stake of 39,123 shares — an estimated $603K sold.

Vontobel Holding first reported a position in EVER in Q4 2025 and held it in 2 quarters. The position peaked at $721K in Q4 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Vontobel Holding reported no remaining EverQuote position as of Q2 2026 after selling out during the quarter.
Vontobel Holding sold 39,123 EverQuote shares in Q2 2026, an estimated $603K.
Vontobel Holding first reported a position in EverQuote in Q4 2025 and held it in 2 quarters.
Vontobel Holding's EverQuote position peaked at $721K in Q4 2025.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.