ADEF
EG icon

Adams Diversified Equity Fund’s Everest Group EG Stock Holding History

Adams Diversified Equity Fund’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 		$16.7M Buy
46,800
+19,800
+73% +$6.78M 0.51% 62
2026
Q1 		$8.82M Buy
+27,000
New +$8.89M 0.31% 86

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 $3.38T AUM 44.17% 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

Adams Diversified Equity Fund's EG Position: Q2 2026 in Review

Adams Diversified Equity Fund increased its Everest Group (EG) stake by 73% in Q2 2026, buying an estimated $6.78M and bringing the position to 46,800 shares worth $16.7M. The position accounts for 0.51% of the portfolio, ranked #62.

Adams Diversified Equity Fund first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Adams Diversified Equity Fund held 46,800 shares of Everest Group worth $16.7M as of Q2 2026.
  • Adams Diversified Equity Fund bought 19,800 Everest Group shares in Q2 2026, an estimated $6.78M.
  • Everest Group made up 0.51% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #62 holding.
  • Adams Diversified Equity Fund first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.