AWM
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Abound Wealth Management’s Everest Group EG Stock Holding History

Abound Wealth Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07K Sell
3
-8
-73% -$2.74K ﹤0.01% 814
2026
Q1 		$3.6K Hold
11
– – ﹤0.01% 799
2025
Q4 		$3.73K Hold
11
– – ﹤0.01% 739
2025
Q3 		$3.85K Hold
11
– – ﹤0.01% 701
2025
Q2 		$3.74K Buy
+11
New +$3.79K ﹤0.01% 642
2024
Q2 		– Sell
-1
Closed -$406 – 1208
2024
Q1 		$406 Hold
1
– – ﹤0.01% 983
2023
Q4 		$359 Hold
1
– – ﹤0.01% 1079
2023
Q3 		$376 Hold
1
– – ﹤0.01% 913
2023
Q2 		$344 Buy
+1
New +$361 ﹤0.01% 993

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Abound Wealth Management's EG Position: Q2 2026 in Review

Abound Wealth Management reduced its Everest Group (EG) stake by 73% in Q2 2026, selling an estimated $2.74K and leaving 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Abound Wealth Management first reported a position in EG in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.85K in Q3 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Abound Wealth Management held 3 shares of Everest Group worth $1.07K as of Q2 2026.
  • Abound Wealth Management sold 8 Everest Group shares in Q2 2026, an estimated $2.74K.
  • Everest Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Abound Wealth Management first reported a position in Everest Group in Q2 2023 and has held it in 9 quarters since.
  • Abound Wealth Management's Everest Group position peaked at $3.85K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.