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 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 +73	+521%	+$28.3K	﹤0.01%	864
2023 Q3	$5.2K	Buy	+14	New	+$5.08K	﹤0.01%	1235
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return