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Coldstream Capital Management’s Everest Group EG Stock Holding History

Coldstream Capital 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
Q1 		$288K Buy
880
+97
+12% +$31.9K ﹤0.01% 956
2025
Q4 		$266K Buy
783
+48
+7% +$15.9K ﹤0.01% 964
2025
Q3 		$257K Buy
735
+67
+10% +$22.6K ﹤0.01% 1012
2025
Q2 		$227K Sell
668
-102
-13% -$35.2K ﹤0.01% 1016
2025
Q1 		$280K Sell
770
-182
-19% -$64.3K 0.01% 848
2024
Q4 		$345K Buy
952
+251
+36% +$94K 0.01% 764
2024
Q3 		$272K Buy
701
+76
+12% +$29K 0.01% 881
2024
Q2 		$238K Buy
625
+85
+16% +$32.1K 0.01% 860
2024
Q1 		$215K Buy
+540
New +$202K 0.01% 923
2018
Q4 		– Sell
-1,009
Closed -$230K – 333
2018
Q3 		$230K Buy
1,009
+13
+1% +$2.91K 0.02% 313
2018
Q2 		$230K Sell
996
-7
-0.7% -$1.64K 0.02% 289
2018
Q1 		$258K Buy
+1,003
New +$241K 0.03% 255
2017
Q4 		– Sell
-958
Closed -$219K – 319
2017
Q3 		$219K Hold
958
– – 0.03% 282
2017
Q2 		$244K Buy
958
+71
+8% +$17.5K 0.03% 238
2017
Q1 		$207K Buy
+887
New +$203K 0.03% 241

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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 $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coldstream Capital Management's EG Position: Q1 2026 in Review

Coldstream Capital Management increased its Everest Group (EG) stake by 12% in Q1 2026, buying an estimated $31.9K and bringing the position to 880 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Coldstream Capital Management first reported a position in EG in Q1 2017 and has held it in 15 quarters since. The position peaked at $345K in Q4 2024. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Coldstream Capital Management held 880 shares of Everest Group worth $288K as of Q1 2026.
  • Coldstream Capital Management bought 97 Everest Group shares in Q1 2026, an estimated $31.9K.
  • Everest Group made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #956 holding.
  • Coldstream Capital Management first reported a position in Everest Group in Q1 2017 and has held it in 15 quarters since.
  • Coldstream Capital Management's Everest Group position peaked at $345K in Q4 2024.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.