Windsor Advisory Group’s EverCommerce EVCM Stock Holding History

Windsor Advisory Group’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21,641	Closed	-$241K	–	86
2025 Q3	$241K	Sell	21,641 -21,700	-50%	-$242K	0.21%	58
2025 Q2	$455K	Sell	43,341 -25,000	-37%	-$252K	0.65%	25
2025 Q1	$689K	Hold	68,341	–	–	0.89%	21
2024 Q4	$752K	Hold	68,341	–	–	0.87%	25
2024 Q3	$708K	Buy	+68,341	New	+$738K	0.8%	29

Other funds holding EVCM

PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Advisory Group's EVCM Position: Q4 2025 in Review

Windsor Advisory Group sold out of EverCommerce (EVCM) in Q4 2025, closing a stake of 21,641 shares — an estimated $241K sold.

Windsor Advisory Group first reported a position in EVCM in Q3 2024 and held it in 5 quarters. The position peaked at $752K in Q4 2024. 88 funds tracked by Wall St. Rank hold EVCM as of Q4 2025.

Windsor Advisory Group reported no remaining EverCommerce position as of Q4 2025 after selling out during the quarter.
Windsor Advisory Group sold 21,641 EverCommerce shares in Q4 2025, an estimated $241K.
Windsor Advisory Group first reported a position in EverCommerce in Q3 2024 and held it in 5 quarters.
Windsor Advisory Group's EverCommerce position peaked at $752K in Q4 2024.
88 funds tracked by Wall St. Rank held EverCommerce as of Q4 2025.

Based on Windsor Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.