AWE
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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
Q3 		$704K Sell
1,928
-24
-1% -$8.97K 0.02% 406
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

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Avidian Wealth Enterprises's EG Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Everest Group (EG) stake by 1.2% in Q3 2026, selling an estimated $8.97K and leaving 1,928 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #406.

Avidian Wealth Enterprises first reported a position in EG in Q4 2021 and has held it in 20 quarters since. The position peaked at $942K in Q1 2024. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Avidian Wealth Enterprises held 1,928 shares of Everest Group worth $704K as of Q3 2026.
  • Avidian Wealth Enterprises sold 24 Everest Group shares in Q3 2026, an estimated $8.97K.
  • Everest Group made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #406 holding.
  • Avidian Wealth Enterprises first reported a position in Everest Group in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Everest Group position peaked at $942K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.