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Bogart Wealth LLC’s Everest Group EG Stock Holding History

Bogart Wealth LLC’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 		$3.57K Sell
10
-1
-9% -$342 ﹤0.01% 1303
2026
Q1 		$3.6K Buy
11
+9
+450% +$2.96K ﹤0.01% 1146
2025
Q4 		$679 Buy
+2
New +$660 ﹤0.01% 1391
2025
Q3 		– Sell
-2
Closed -$680 – 1554
2025
Q2 		$680 Buy
+2
New +$690 ﹤0.01% 1279
2025
Q1 		– Sell
-3
Closed -$1.09K – 1445
2024
Q4 		$1.09K Buy
+3
New +$1.12K ﹤0.01% 1192

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's EG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Everest Group (EG) stake by 9.1% in Q2 2026, selling an estimated $342 and leaving 10 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Bogart Wealth LLC first reported a position in EG in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.6K in Q1 2026. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Bogart Wealth LLC held 10 shares of Everest Group worth $3.57K as of Q2 2026.
  • Bogart Wealth LLC sold 1 Everest Group share in Q2 2026, an estimated $342.
  • Everest Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1303 holding.
  • Bogart Wealth LLC first reported a position in Everest Group in Q4 2024 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Everest Group position peaked at $3.6K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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