Wealth Enhancement Advisory Services
EFOR

Wealth Enhancement Advisory Services’s Everforth Inc EFOR Stock Holding History

Wealth Enhancement Advisory Services’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 		$543K Buy
30,974
+5,423
+21% +$132K ﹤0.01% 2602
2026
Q1 		$588K Buy
25,551
+15,191
+147% +$677K ﹤0.01% 2185
2025
Q4 		$504K Buy
10,360
+420
+4% +$19.4K ﹤0.01% 2471
2025
Q3 		$474K Buy
+9,940
New +$507K ﹤0.01% 2411

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

Wealth Enhancement Advisory Services's EFOR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Everforth Inc (EFOR) stake by 21% in Q2 2026, buying an estimated $132K and bringing the position to 30,974 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Wealth Enhancement Advisory Services first reported a position in EFOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $588K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,974 shares of Everforth Inc worth $543K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,423 Everforth Inc shares in Q2 2026, an estimated $132K.
  • Everforth Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2602 holding.
  • Wealth Enhancement Advisory Services first reported a position in Everforth Inc in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Everforth Inc position peaked at $588K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.