Wealth Enhancement Advisory Services’s EverQuote EVER Stock Holding History

Wealth Enhancement Advisory Services’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	$479K	Buy	19,308 +7,168	+59%	+$131K	﹤0.01%	2729
2026 Q1	$184K	Sell	12,140 -7,124	-37%	-$135K	﹤0.01%	3163
2025 Q4	$481K	Sell	19,264 -1,948	-9%	-$47.2K	﹤0.01%	2509
2025 Q3	$472K	Buy	21,212 +2,662	+14%	+$64.3K	﹤0.01%	2414
2025 Q2	$455K	Buy	+18,550	New	+$440K	﹤0.01%	2298

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

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

Wealth Enhancement Advisory Services increased its EverQuote (EVER) stake by 59% in Q2 2026, buying an estimated $131K and bringing the position to 19,308 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Wealth Enhancement Advisory Services first reported a position in EVER in Q2 2025 and has held it in 5 quarters since. The position peaked at $481K in Q4 2025. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Wealth Enhancement Advisory Services held 19,308 shares of EverQuote worth $479K as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,168 EverQuote shares in Q2 2026, an estimated $131K.
EverQuote made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2729 holding.
Wealth Enhancement Advisory Services first reported a position in EverQuote in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's EverQuote position peaked at $481K in Q4 2025.
243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

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