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
2026
Q1 		– Sell
-912
Closed -$309K – 424
2025
Q4 		$309K Sell
912
-80
-8% -$26.4K 0.02% 586
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arete Wealth Advisors's EG Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 912 shares — an estimated $309K sold.

Arete Wealth Advisors first reported a position in EG in Q4 2024 and held it in 5 quarters. The position peaked at $446K in Q1 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 912 Everest Group shares in Q1 2026, an estimated $309K.
  • Arete Wealth Advisors first reported a position in Everest Group in Q4 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Everest Group position peaked at $446K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.