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Beaird Harris Wealth Management’s Everest Group EG Stock Holding History

Beaird Harris 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
2025
Q3 		– Sell
-1
Closed -$340 – 743
2025
Q2 		$340 Buy
+1
New +$345 ﹤0.01% 612
2023
Q1 		– Sell
-2
Closed -$663 – 557
2022
Q4 		$663 Buy
+2
New +$623 ﹤0.01% 670

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beaird Harris Wealth Management's EG Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Everest Group (EG) in Q3 2025, closing a stake of 1 share — an estimated $340 sold.

Beaird Harris Wealth Management first reported a position in EG in Q4 2022 and held it in 2 quarters. The position peaked at $663 in Q4 2022. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 Everest Group share in Q3 2025, an estimated $340.
  • Beaird Harris Wealth Management first reported a position in Everest Group in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Everest Group position peaked at $663 in Q4 2022.
  • 676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.