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

Activest 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 		$35.7K Buy
100
+1
+1% +$342 0.01% 329
2026
Q1 		$32.4K Hold
99
– – 0.01% 415
2025
Q4 		$33.6K Buy
+99
New +$32.7K 0.01% 391
2025
Q3 		– Sell
-1
Closed -$338 – 1165
2025
Q2 		$340 Buy
+1
New +$345 ﹤0.01% 916

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Activest Wealth Management increased its Everest Group (EG) stake by 1% in Q2 2026, buying an estimated $342 and bringing the position to 100 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #329.

Activest Wealth Management first reported a position in EG in Q2 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Activest Wealth Management held 100 shares of Everest Group worth $35.7K as of Q2 2026.
  • Activest Wealth Management bought 1 Everest Group share in Q2 2026, an estimated $342.
  • Everest Group made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Activest Wealth Management first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.