BCWM
EG icon

Bartlett & Co Wealth Management’s Everest Group EG Stock Holding History

Bartlett & Co Wealth Management’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 		$517K Buy
1,446
+1
+0.1% +$342 0.01% 346
2026
Q1 		$502K Sell
1,445
-237
-14% -$78K 0.01% 338
2025
Q4 		$571K Buy
1,682
+34
+2% +$11.2K 0.01% 319
2025
Q3 		$577K Buy
1,648
+1
+0.1% +$338 0.01% 316
2025
Q2 		$560K Hold
1,647
– – 0.01% 316
2025
Q1 		$598K Sell
1,647
-75
-4% -$26.5K 0.01% 304
2024
Q4 		$624K Hold
1,722
– – 0.01% 298
2024
Q3 		$675K Sell
1,722
-25
-1% -$9.52K 0.01% 297
2024
Q2 		$666K Hold
1,747
– – 0.01% 291
2024
Q1 		$694K Hold
1,747
– – 0.01% 297
2023
Q4 		$616K Hold
1,747
– – 0.01% 321
2023
Q3 		$649K Hold
1,747
– – 0.01% 305
2023
Q2 		$597K Sell
1,747
-40
-2% -$14.4K 0.01% 322
2023
Q1 		$640K Hold
1,787
– – 0.01% 261
2022
Q4 		$592K Sell
1,787
-68
-4% -$21.2K 0.01% 271
2022
Q3 		$487K Hold
1,855
– – 0.01% 287
2022
Q2 		$520K Sell
1,855
-12
-0.6% -$3.39K 0.01% 277
2022
Q1 		$563K Buy
1,867
+39
+2% +$11.2K 0.01% 285
2021
Q4 		$501K Sell
1,828
-37
-2% -$10K 0.01% 297
2021
Q3 		$468K Sell
1,865
-200
-10% -$51.3K 0.01% 264
2021
Q2 		$520K Sell
2,065
-100
-5% -$26K 0.01% 257
2021
Q1 		$537K Buy
2,165
+20
+0.9% +$4.76K 0.01% 255
2020
Q4 		$502K Hold
2,145
– – 0.01% 256
2020
Q3 		$424K Sell
2,145
-23,155
-92% -$4.96M 0.01% 254
2020
Q2 		$5.22M Sell
25,300
-24,215
-49% -$4.72M 0.14% 117
2020
Q1 		$9.53M Sell
49,515
-6,290
-11% -$1.61M 0.29% 82
2019
Q4 		$15.4M Sell
55,805
-1,595
-3% -$421K 0.38% 72
2019
Q3 		$15.3M Buy
57,400
+57,397
+1,913,233% +$14.5M 0.4% 70
2019
Q2 		$742 Buy
+3
New +$720 ﹤0.01% 712

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Bartlett & Co Wealth Management's EG Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Everest Group (EG) stake by 0.07% in Q2 2026, buying an estimated $342 and bringing the position to 1,446 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #346.

Bartlett & Co Wealth Management first reported a position in EG in Q2 2019 and has held it in 29 quarters since. The position peaked at $15.4M in Q4 2019. 153 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,446 shares of Everest Group worth $517K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1 Everest Group share in Q2 2026, an estimated $342.
  • Everest Group made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Bartlett & Co Wealth Management first reported a position in Everest Group in Q2 2019 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Everest Group position peaked at $15.4M in Q4 2019.
  • 153 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.