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Wealthspire Advisors (New York)’s EverQuote EVER Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-21
Closed -$481 – 1607
2025
Q3 		$481 Buy
+21
New +$507 ﹤0.01% 2843

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Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Wealthspire Advisors (New York)'s EVER Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of EverQuote (EVER) in Q4 2025, closing a stake of 21 shares — an estimated $481 sold.

Wealthspire Advisors (New York) first reported a position in EVER in Q3 2025 and held it in 1 quarter. The position peaked at $481 in Q3 2025. 242 funds tracked by Wall St. Rank hold EVER as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining EverQuote position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 21 EverQuote shares in Q4 2025, an estimated $481.
  • Wealthspire Advisors (New York) first reported a position in EverQuote in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s EverQuote position peaked at $481 in Q3 2025.
  • 242 funds tracked by Wall St. Rank held EverQuote as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.