Avantax Advisory Services’s Everest Group EG Stock Holding History

Avantax Advisory Services’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	$439K	Sell	1,292 -393	-23%	-$136K	﹤0.01%	1663
2025 Q1	$612K	Sell	1,685 -171	-9%	-$60.4K	﹤0.01%	1379
2024 Q4	$673K	Sell	1,856 -182	-9%	-$68.2K	﹤0.01%	1264
2024 Q3	$798K	Buy	2,038 +724	+55%	+$276K	0.01%	1143
2024 Q2	$501K	Buy	1,314 +611	+87%	+$231K	﹤0.01%	1360
2024 Q1	$280K	Buy	703 +6	+0.9%	+$2.25K	﹤0.01%	1338
2023 Q4	$247K	Buy	697 +6	+0.9%	+$2.32K	﹤0.01%	1347
2023 Q3	$257K	Sell	691 -55	-7%	-$20K	﹤0.01%	1288
2023 Q2	$255K	Sell	746 -8	-1%	-$2.89K	﹤0.01%	1271
2023 Q1	$270K	Hold	754	–	–	﹤0.01%	1210
2022 Q4	$250K	Sell	754 -75	-9%	-$23.4K	﹤0.01%	1200
2022 Q3	$218K	Hold	829	–	–	﹤0.01%	1168
2022 Q2	$232K	Sell	829 -400	-33%	-$113K	﹤0.01%	1134
2022 Q1	$373K	Buy	1,229 +388	+46%	+$111K	0.01%	901
2021 Q4	$230K	Hold	841	–	–	﹤0.01%	1104
2021 Q3	$211K	Hold	841	–	–	﹤0.01%	1091
2021 Q2	$212K	Buy	841 +1	+0.1%	+$260	﹤0.01%	1053
2021 Q1	$209K	Buy	+840	New	+$200K	﹤0.01%	949

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Avantax Advisory Services's EG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Everest Group (EG) stake by 23% in Q2 2025, selling an estimated $136K and leaving 1,292 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Avantax Advisory Services first reported a position in EG in Q1 2021 and has held it in 18 quarters since. The position peaked at $798K in Q3 2024. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

Avantax Advisory Services held 1,292 shares of Everest Group worth $439K as of Q2 2025.
Avantax Advisory Services sold 393 Everest Group shares in Q2 2025, an estimated $136K.
Everest Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1663 holding.
Avantax Advisory Services first reported a position in Everest Group in Q1 2021 and has held it in 18 quarters since.
Avantax Advisory Services's Everest Group position peaked at $798K in Q3 2024.
673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.