WPA
EFOR

Wealth Preservation Advisors’s Everforth Inc EFOR Stock Holding History

Wealth Preservation Advisors’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
-98
Closed -$3.79K – 146
2026
Q1 		$3.79K Buy
+98
New +$4.37K ﹤0.01% 525

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 Preservation Advisors's EFOR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 98 shares — an estimated $3.79K sold.

Wealth Preservation Advisors first reported a position in EFOR in Q1 2026 and held it in 1 quarter. The position peaked at $3.79K in Q1 2026. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 98 Everforth Inc shares in Q2 2026, an estimated $3.79K.
  • Wealth Preservation Advisors first reported a position in Everforth Inc in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Everforth Inc position peaked at $3.79K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.