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Cary Street Partners’s Everest Group EG Stock Holding History

Cary Street Partners’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 		$2.92M Sell
8,162
-111
-1% -$38K 0.06% 287
2026
Q1 		$2.7M Sell
8,273
-177
-2% -$58.3K 0.07% 275
2025
Q4 		$2.87M Sell
8,450
-1,559
-16% -$515K 0.07% 266
2025
Q3 		$3.51M Sell
10,009
-109
-1% -$36.8K 0.09% 229
2025
Q2 		$3.44M Sell
10,118
-164
-2% -$56.6K 0.1% 216
2025
Q1 		$3.74M Sell
10,282
-85
-0.8% -$30K 0.12% 181
2024
Q4 		$3.76M Buy
+10,367
New +$3.88M 0.12% 166

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 $3.37T AUM 44.26% 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

Cary Street Partners's EG Position: Q2 2026 in Review

Cary Street Partners reduced its Everest Group (EG) stake by 1.3% in Q2 2026, selling an estimated $38K and leaving 8,162 shares worth $2.92M. The position accounts for 0.06% of the portfolio, ranked #287.

Cary Street Partners first reported a position in EG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.76M in Q4 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cary Street Partners held 8,162 shares of Everest Group worth $2.92M as of Q2 2026.
  • Cary Street Partners sold 111 Everest Group shares in Q2 2026, an estimated $38K.
  • Everest Group made up 0.06% of Cary Street Partners's portfolio in Q2 2026, its #287 holding.
  • Cary Street Partners first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Everest Group position peaked at $3.76M in Q4 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.