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

Accurate 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 		$953K Buy
+2,572
New +$881K 0.09% 231
2023
Q1 		– Sell
-37
Closed -$13.3K – 584
2022
Q4 		$13.3K Buy
+37
New +$11.5K ﹤0.01% 791

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

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

Accurate Wealth Management opened a new position in Everest Group (EG) in Q2 2026: 2,572 shares worth $953K. The stake represents 0.09% of the portfolio and ranks #231 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in EG as recently as Q4 2022.

Accurate Wealth Management first reported a position in EG in Q4 2022 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Accurate Wealth Management held 2,572 shares of Everest Group worth $953K as of Q2 2026.
  • Everest Group was a new Accurate Wealth Management position in Q2 2026.
  • Everest Group made up 0.09% of Accurate Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Accurate Wealth Management first reported a position in Everest Group in Q4 2022 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.