Aventura Private Wealth’s Everest Group EG Stock Holding History

Aventura Private Wealth’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 Q2	$357	Hold	1	–	–	﹤0.01%	946
2026 Q1	$327	Hold	1	–	–	﹤0.01%	868
2025 Q4	$339	Buy	+1	New	+$330	﹤0.01%	812

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Aventura Private Wealth's EG Position: Q2 2026 in Review

Aventura Private Wealth held its Everest Group (EG) position steady in Q2 2026 at 1 share worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Aventura Private Wealth first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Aventura Private Wealth held 1 share of Everest Group worth $357 as of Q2 2026.
Aventura Private Wealth left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #946 holding.
Aventura Private Wealth first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.