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Cassaday & Co Wealth Management’s Everest Group EG Stock Holding History

Cassaday & Co 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
2026
Q2 		$21.4K Hold
60
– – ﹤0.01% 761
2026
Q1 		$19.6K Buy
+60
New +$19.7K ﹤0.01% 789

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

Cassaday & Co Wealth Management's EG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Everest Group (EG) position steady in Q2 2026 at 60 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Cassaday & Co Wealth Management first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cassaday & Co Wealth Management held 60 shares of Everest Group worth $21.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Cassaday & Co Wealth Management first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.