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Clearstead Trust’s Everest Group EG Stock Holding History

Clearstead Trust’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 		$8.93K Sell
25
-9
-26% -$3.08K ﹤0.01% 652
2026
Q1 		$11.1K Buy
34
+23
+209% +$7.57K ﹤0.01% 548
2025
Q4 		$3.73K Sell
11
-9
-45% -$2.97K ﹤0.01% 816
2025
Q3 		$7K Sell
20
-48
-71% -$16.2K ﹤0.01% 675
2025
Q2 		$23.1K Buy
68
+38
+127% +$13.1K ﹤0.01% 405
2025
Q1 		$10.9K Buy
+30
New +$10.6K ﹤0.01% 452

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 Trust's EG Position: Q2 2026 in Review

Clearstead Trust reduced its Everest Group (EG) stake by 26% in Q2 2026, selling an estimated $3.08K and leaving 25 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Clearstead Trust first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.1K in Q2 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Clearstead Trust held 25 shares of Everest Group worth $8.93K as of Q2 2026.
  • Clearstead Trust sold 9 Everest Group shares in Q2 2026, an estimated $3.08K.
  • Everest Group made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #652 holding.
  • Clearstead Trust first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Everest Group position peaked at $23.1K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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