AWA
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Arete Wealth Advisors’s Everest Group EG Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-992
Closed -$346K – 470
2025
Q3 		$346K Sell
992
-47
-5% -$15.9K 0.02% 543
2025
Q2 		$353K Sell
1,039
-189
-15% -$65.2K 0.03% 514
2025
Q1 		$446K Buy
1,228
+345
+39% +$122K 0.03% 422
2024
Q4 		$320K Buy
+883
New +$331K 0.02% 533

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Arete Wealth Advisors's EG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Everest Group (EG) in Q4 2025, closing a stake of 992 shares — an estimated $346K sold.

Arete Wealth Advisors first reported a position in EG in Q4 2024 and held it in 4 quarters. The position peaked at $446K in Q1 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 992 Everest Group shares in Q4 2025, an estimated $346K.
  • Arete Wealth Advisors first reported a position in Everest Group in Q4 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's Everest Group position peaked at $446K in Q1 2025.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.