AWE
EG icon

Avidian Wealth Enterprises’s Everest Group EG Stock Holding History

Avidian Wealth Enterprises’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 		$697K Sell
1,952
-272
-12% -$93.1K 0.02% 405
2026
Q1 		$727K Sell
2,224
-5
-0.2% -$1.65K 0.02% 356
2025
Q4 		$756K Hold
2,229
– – 0.03% 283
2025
Q3 		$781K Sell
2,229
-5
-0.2% -$1.69K 0.03% 264
2025
Q2 		$759K Buy
2,234
+10
+0.4% +$3.45K 0.03% 246
2025
Q1 		$808K Sell
2,224
-177
-7% -$62.5K 0.04% 224
2024
Q4 		$870K Buy
2,401
+76
+3% +$28.5K 0.04% 208
2024
Q3 		$911K Sell
2,325
-49
-2% -$18.7K 0.04% 203
2024
Q2 		$905K Buy
2,374
+5
+0.2% +$1.89K 0.04% 198
2024
Q1 		$942K Buy
2,369
+6
+0.3% +$2.25K 0.05% 172
2023
Q4 		$836K Sell
2,363
-100
-4% -$38.7K 0.05% 186
2023
Q3 		$915K Hold
2,463
– – 0.06% 172
2023
Q2 		$842K Buy
2,463
+1,083
+78% +$391K 0.06% 202
2023
Q1 		$494K Hold
1,380
– – 0.03% 294
2022
Q4 		$457K Sell
1,380
-21
-1% -$6.54K 0.03% 289
2022
Q3 		$368K Sell
1,401
-78
-5% -$21.1K 0.03% 281
2022
Q2 		$415K Sell
1,479
-89
-6% -$25.2K 0.03% 295
2022
Q1 		$473K Buy
1,568
+13
+0.8% +$3.73K 0.03% 312
2021
Q4 		$426K Buy
+1,555
New +$420K 0.03% 331

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Avidian Wealth Enterprises's EG Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Everest Group (EG) stake by 12% in Q2 2026, selling an estimated $93.1K and leaving 1,952 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #405.

Avidian Wealth Enterprises first reported a position in EG in Q4 2021 and has held it in 19 quarters since. The position peaked at $942K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Avidian Wealth Enterprises held 1,952 shares of Everest Group worth $697K as of Q2 2026.
  • Avidian Wealth Enterprises sold 272 Everest Group shares in Q2 2026, an estimated $93.1K.
  • Everest Group made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #405 holding.
  • Avidian Wealth Enterprises first reported a position in Everest Group in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Everest Group position peaked at $942K in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.