Atlas Capital Advisors’s Everest Group EG Stock Holding History

Atlas Capital 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	$299K	Hold	916	–	–	0.03%	339
2025 Q4	$311K	Buy	+916	New	+$303K	0.03%	335
2025 Q2	$354K	Hold	1,042	–	–	0.04%	307
2025 Q1	$379K	Hold	1,042	–	–	0.05%	302
2024 Q4	$378K	Hold	1,042	–	–	0.05%	293
2024 Q3	$408K	Buy	1,042 +100	+11%	+$38.1K	0.06%	261
2024 Q2	$359K	Sell	942 -118	-11%	-$44.6K	0.05%	292
2024 Q1	$421K	Sell	1,060 -113	-10%	-$42.4K	0.07%	243
2023 Q4	$415K	Buy	1,173 +65	+6%	+$25.2K	0.06%	246
2023 Q3	$412K	Sell	1,108 -63	-5%	-$22.9K	0.07%	225
2023 Q2	$400K	Sell	1,171 -240	-17%	-$86.7K	0.06%	242
2023 Q1	$505K	Hold	1,411	–	–	0.08%	192
2022 Q4	$467K	Buy	1,411 +304	+27%	+$94.7K	0.08%	196
2022 Q3	$291K	Sell	1,107 -241	-18%	-$65.2K	0.05%	272
2022 Q2	$378K	Buy	+1,348	New	+$381K	0.06%	241

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Capital Advisors's EG Position: Q1 2026 in Review

Atlas Capital Advisors held its Everest Group (EG) position steady in Q1 2026 at 916 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #339.

Atlas Capital Advisors first reported a position in EG in Q2 2022 and has held it in 15 quarters since. The position peaked at $505K in Q1 2023. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Atlas Capital Advisors held 916 shares of Everest Group worth $299K as of Q1 2026.
Atlas Capital Advisors left its Everest Group share count unchanged in Q1 2026.
Everest Group made up 0.03% of Atlas Capital Advisors's portfolio in Q1 2026, its #339 holding.
Atlas Capital Advisors first reported a position in Everest Group in Q2 2022 and has held it in 15 quarters since.
Atlas Capital Advisors's Everest Group position peaked at $505K in Q1 2023.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.