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
Q2 		$34.3K Sell
96
-17,310
-99% -$5.93M ﹤0.01% 894
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 $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

Continuum Advisory's EG Position: Q2 2026 in Review

Continuum Advisory reduced its Everest Group (EG) stake by 99% in Q2 2026, selling an estimated $5.93M and leaving 96 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Continuum Advisory first reported a position in EG in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.69M in Q1 2026. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Continuum Advisory held 96 shares of Everest Group worth $34.3K as of Q2 2026.
  • Continuum Advisory sold 17,310 Everest Group shares in Q2 2026, an estimated $5.93M.
  • Everest Group made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #894 holding.
  • Continuum Advisory first reported a position in Everest Group in Q1 2024 and has held it in 10 quarters since.
  • Continuum Advisory's Everest Group position peaked at $5.69M in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.