CA
EG icon

Continuum Advisory’s Everest Group EG Stock Holding History

Continuum Advisory’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 		$5.69M Buy
17,406
+727
+4% +$239K 0.55% 42
2025
Q4 		$5.66M Buy
16,679
+1,923
+13% +$635K 0.57% 42
2025
Q3 		$5.17M Buy
14,756
+1,415
+11% +$478K 0.55% 43
2025
Q2 		$4.53M Buy
13,341
+2,943
+28% +$1.02M 0.55% 44
2025
Q1 		$3.78M Buy
10,398
+453
+5% +$160K 0.49% 44
2024
Q4 		$3.6M Buy
9,945
+492
+5% +$184K 0.46% 45
2024
Q3 		$3.46M Buy
9,453
+887
+10% +$338K 0.44% 49
2024
Q2 		$3.26M Buy
8,566
+300
+4% +$113K 0.47% 43
2024
Q1 		$3.15M Buy
+8,266
New +$3.1M 0.47% 40

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VVP
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Continuum Advisory's EG Position: Q1 2026 in Review

Continuum Advisory increased its Everest Group (EG) stake by 4.4% in Q1 2026, buying an estimated $239K and bringing the position to 17,406 shares worth $5.69M. The position accounts for 0.55% of the portfolio, ranked #42.

Continuum Advisory first reported a position in EG in Q1 2024 and has held it in 9 quarters since. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Continuum Advisory held 17,406 shares of Everest Group worth $5.69M as of Q1 2026.
  • Continuum Advisory bought 727 Everest Group shares in Q1 2026, an estimated $239K.
  • Everest Group made up 0.55% of Continuum Advisory's portfolio in Q1 2026, its #42 holding.
  • Continuum Advisory first reported a position in Everest Group in Q1 2024 and has held it in 9 quarters since.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.