Carson Wealth (CWM LLC)’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.8M | Sell |
57,622
-14,970
| -21% | -$4.93M | 0.05% | 351 |
|
|
2025
Q4 | $24.6M | Sell |
72,592
-15,861
| -18% | -$5.24M | 0.07% | 260 |
|
|
2025
Q3 | $31M | Buy |
88,453
+33,206
| +60% | +$11.2M | 0.09% | 182 |
|
|
2025
Q2 | $18.8M | Buy |
55,247
+8,448
| +18% | +$2.91M | 0.07% | 249 |
|
|
2025
Q1 | $17M | Sell |
46,799
-587
| -1% | -$207K | 0.07% | 246 |
|
|
2024
Q4 | $17.2M | Sell |
47,386
-1,024
| -2% | -$384K | 0.07% | 234 |
|
|
2024
Q3 | $19M | Sell |
48,410
-1,809
| -4% | -$689K | 0.08% | 215 |
|
|
2024
Q2 | $19.1M | Sell |
50,219
-2,028
| -4% | -$767K | 0.09% | 205 |
|
|
2024
Q1 | $20.8M | Sell |
52,247
-2,450
| -4% | -$919K | 0.1% | 194 |
|
|
2023
Q4 | $19.3M | Sell |
54,697
-9,404
| -15% | -$3.64M | 0.1% | 189 |
|
|
2023
Q3 | $23.8M | Sell |
64,101
-8,385
| -12% | -$3.04M | 0.15% | 140 |
|
|
2023
Q2 | $24.8M | Sell |
72,486
-8,564
| -11% | -$3.09M | 0.15% | 129 |
|
|
2023
Q1 | $29M | Sell |
81,050
-4,309
| -5% | -$1.55M | 0.2% | 103 |
|
|
2022
Q4 | $28.3M | Sell |
85,359
-341
| -0.4% | -$106K | 0.21% | 104 |
|
|
2022
Q3 | $22.5M | Buy |
85,700
+1,837
| +2% | +$497K | 0.18% | 114 |
|
|
2022
Q2 | $23.5M | Buy |
83,863
+2,779
| +3% | +$786K | 0.18% | 108 |
|
|
2022
Q1 | $24.4M | Sell |
81,084
-1,456
| -2% | -$418K | 0.17% | 116 |
|
|
2021
Q4 | $22.6M | Buy |
+82,540
| New | +$22.3M | 0.16% | 132 |
|
|
2021
Q2 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2021
Q1 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q4 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q3 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q2 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q1 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q4 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q3 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q2 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q1 | $20.5M | Buy |
81,499
+71,248
| +695% | +$15.5M | 0.16% | 131 |
|
|
2018
Q4 | $2.23M | Buy |
10,251
+8,761
| +588% | +$1.91M | 0.06% | 273 |
|
|
2018
Q3 | $340K | Buy |
1,490
+1,478
| +12,317% | +$331K | 0.01% | 425 |
|
|
2018
Q2 | $3K | Buy |
+12
| New | +$2.82K | ﹤0.01% | 1286 |
|
|
2018
Q1 | – | Sell |
-37
| Closed | -$8K | – | 1438 |
|
|
2017
Q4 | $8K | Buy |
37
+15
| +68% | +$3.38K | ﹤0.01% | 937 |
|
|
2017
Q3 | $5K | Buy |
22
+8
| +57% | +$2.02K | ﹤0.01% | 1072 |
|
|
2017
Q2 | $4K | Buy |
+14
| New | +$3.46K | ﹤0.01% | 909 |
|
|
2014
Q1 | – | Sell |
-105
| Closed | -$16K | – | 246 |
|
|
2013
Q4 | $16K | Hold |
105
| – | – | ﹤0.01% | 394 |
|
|
2013
Q3 | $15K | Buy |
+105
| New | +$14.2K | ﹤0.01% | 291 |
|
Other funds holding EG
VCM
VPM
VVP
Carson Wealth (CWM LLC)'s EG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Everest Group (EG) stake by 21% in Q1 2026, selling an estimated $4.93M and leaving 57,622 shares worth $18.8M. The position accounts for 0.05% of the portfolio, ranked #351.
Carson Wealth (CWM LLC) first reported a position in EG in Q3 2013 and has held it in 36 quarters since. The position peaked at $31M in Q3 2025. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Carson Wealth (CWM LLC) held 57,622 shares of Everest Group worth $18.8M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 14,970 Everest Group shares in Q1 2026, an estimated $4.93M.
- Everest Group made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #351 holding.
- Carson Wealth (CWM LLC) first reported a position in Everest Group in Q3 2013 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Everest Group position peaked at $31M in Q3 2025.
- 668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.