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Wealth Preservation Advisors’s EverQuote EVER Stock Holding History

Wealth Preservation Advisors’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
-137
Closed -$2.11K – 350
2026
Q1 		$2.11K Buy
+137
New +$2.59K ﹤0.01% 584

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Preservation Advisors's EVER Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of EverQuote (EVER) in Q2 2026, closing a stake of 137 shares — an estimated $2.11K sold.

Wealth Preservation Advisors first reported a position in EVER in Q1 2026 and held it in 1 quarter. The position peaked at $2.11K in Q1 2026. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining EverQuote position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 137 EverQuote shares in Q2 2026, an estimated $2.11K.
  • Wealth Preservation Advisors first reported a position in EverQuote in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's EverQuote position peaked at $2.11K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

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