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EFOR

WealthCollab’s Everforth Inc EFOR Stock Holding History

WealthCollab’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 		$35.9K Buy
+2,008
New +$49K 0.01% 293
2025
Q1 		– Sell
-24
Closed -$2K – 921
2024
Q4 		$2K Hold
24
– – ﹤0.01% 747
2024
Q3 		$2.24K Hold
24
– – ﹤0.01% 756
2024
Q2 		$2.12K Hold
24
– – ﹤0.01% 746
2024
Q1 		$2.52K Hold
24
– – ﹤0.01% 726
2023
Q4 		$2.31K Buy
+24
New +$2.1K ﹤0.01% 721

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

WealthCollab's EFOR Position: Q2 2026 in Review

WealthCollab opened a new position in Everforth Inc (EFOR) in Q2 2026: 2,008 shares worth $35.9K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: WealthCollab previously reported a position in EFOR as recently as Q4 2024.

WealthCollab first reported a position in EFOR in Q4 2023 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • WealthCollab held 2,008 shares of Everforth Inc worth $35.9K as of Q2 2026.
  • Everforth Inc was a new WealthCollab position in Q2 2026.
  • Everforth Inc made up 0.01% of WealthCollab's portfolio in Q2 2026, its #293 holding.
  • WealthCollab first reported a position in Everforth Inc in Q4 2023 and has held it in 6 quarters since.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.