AOWM
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Alpha Omega Wealth Management’s Everest Group EG Stock Holding History

Alpha Omega 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
2025
Q2 		– Sell
-583
Closed -$212K – 209
2025
Q1 		$212K Sell
583
-28
-5% -$9.89K 0.04% 195
2024
Q4 		$222K Buy
+611
New +$229K 0.04% 192

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Alpha Omega Wealth Management's EG Position: Q2 2025 in Review

Alpha Omega Wealth Management sold out of Everest Group (EG) in Q2 2025, closing a stake of 583 shares — an estimated $212K sold.

Alpha Omega Wealth Management first reported a position in EG in Q4 2024 and held it in 2 quarters. The position peaked at $222K in Q4 2024. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Alpha Omega Wealth Management reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 583 Everest Group shares in Q2 2025, an estimated $212K.
  • Alpha Omega Wealth Management first reported a position in Everest Group in Q4 2024 and held it in 2 quarters.
  • Alpha Omega Wealth Management's Everest Group position peaked at $222K in Q4 2024.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.