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Clearstead Advisors’s Everest Group EG Stock Holding History

Clearstead Advisors’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 		$201K Buy
564
+463
+458% +$159K ﹤0.01% 1064
2026
Q1 		$33K Sell
101
-1,025
-91% -$337K ﹤0.01% 1355
2025
Q4 		$382K Sell
1,126
-523
-32% -$173K ﹤0.01% 739
2025
Q3 		$578K Buy
1,649
+799
+94% +$270K 0.01% 592
2025
Q2 		$289K Buy
850
+743
+694% +$256K ﹤0.01% 774
2025
Q1 		$38.9K Buy
107
+10
+10% +$3.53K ﹤0.01% 1239
2024
Q4 		$35.2K Buy
97
+10
+11% +$3.75K ﹤0.01% 1247
2024
Q3 		$34.1K Hold
87
– – ﹤0.01% 1289
2024
Q2 		$33.1K Hold
87
– – ﹤0.01% 1263
2024
Q1 		$33.2K Hold
87
– – ﹤0.01% 854
2023
Q4 		$30.8K Buy
87
+80
+1,143% +$31K ﹤0.01% 864
2023
Q3 		$2.6K Buy
+7
New +$2.54K ﹤0.01% 1197
2023
Q2 		– Sell
-125
Closed -$44.8K – 1397
2023
Q1 		$44.8K Buy
+125
New +$44.9K ﹤0.01% 683
2022
Q1 		– Sell
-8
Closed -$2K – 1397
2021
Q4 		$2K Hold
8
– – ﹤0.01% 1106
2021
Q3 		$2K Sell
8
-4
-33% -$1.03K ﹤0.01% 1122
2021
Q2 		$3K Sell
12
-11
-48% -$2.86K ﹤0.01% 962
2021
Q1 		$6K Buy
+23
New +$5.48K ﹤0.01% 844

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

Clearstead Advisors's EG Position: Q2 2026 in Review

Clearstead Advisors increased its Everest Group (EG) stake by 458% in Q2 2026, buying an estimated $159K and bringing the position to 564 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Clearstead Advisors first reported a position in EG in Q1 2021 and has held it in 17 quarters since. The position peaked at $578K in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Clearstead Advisors held 564 shares of Everest Group worth $201K as of Q2 2026.
  • Clearstead Advisors bought 463 Everest Group shares in Q2 2026, an estimated $159K.
  • Everest Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1064 holding.
  • Clearstead Advisors first reported a position in Everest Group in Q1 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's Everest Group position peaked at $578K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.