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Advyzon Investment Management’s Everest Group EG Stock Holding History

Advyzon Investment 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 		– Sell
-872
Closed -$285K – 774
2026
Q1 		$285K Buy
872
+37
+4% +$12.2K 0.03% 553
2025
Q4 		$283K Sell
835
-3
-0.4% -$991 0.03% 459
2025
Q3 		$293K Hold
838
– – 0.05% 332
2025
Q2 		$285K Buy
838
+4
+0.5% +$1.38K 0.06% 287
2025
Q1 		$303K Buy
+834
New +$295K 0.11% 180

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

Advyzon Investment Management's EG Position: Q2 2026 in Review

Advyzon Investment Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 872 shares — an estimated $285K sold.

Advyzon Investment Management first reported a position in EG in Q1 2025 and held it in 5 quarters. The position peaked at $303K in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Advyzon Investment Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 872 Everest Group shares in Q2 2026, an estimated $285K.
  • Advyzon Investment Management first reported a position in Everest Group in Q1 2025 and held it in 5 quarters.
  • Advyzon Investment Management's Everest Group position peaked at $303K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.