CAWM
EG icon

Capital A Wealth Management’s Everest Group EG Stock Holding History

Capital A 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
Q2 		– Sell
-379
Closed -$138K – 562
2025
Q1 		$138K Hold
379
– – 0.14% 89
2024
Q4 		$137K Buy
+379
New +$142K 0.23% 91

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Capital A Wealth Management's EG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Everest Group (EG) in Q2 2025, closing a stake of 379 shares — an estimated $138K sold.

Capital A Wealth Management first reported a position in EG in Q4 2024 and held it in 2 quarters. The position peaked at $138K in Q1 2025. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 379 Everest Group shares in Q2 2025, an estimated $138K.
  • Capital A Wealth Management first reported a position in Everest Group in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Everest Group position peaked at $138K in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.