Corient Private Wealth
EG icon

Corient Private Wealth’s Everest Group EG Stock Holding History

Corient Private Wealth’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 		$11.3M Sell
31,705
-2,400
-7% -$822K 0.02% 599
2026
Q1 		$11.1M Buy
34,105
+15,476
+83% +$5.09M 0.02% 588
2025
Q4 		$6.32M Sell
18,629
-1,433
-7% -$473K 0.01% 697
2025
Q3 		$7.03M Buy
20,062
+1,005
+5% +$339K 0.01% 605
2025
Q2 		$6.48M Sell
19,057
-5,667
-23% -$1.96M 0.01% 634
2025
Q1 		$8.98M Sell
24,724
-1,618
-6% -$572K 0.01% 540
2024
Q4 		$9.54M Sell
26,342
-1,954
-7% -$732K 0.02% 525
2024
Q3 		$11.1M Buy
28,296
+3,396
+14% +$1.29M 0.02% 529
2024
Q2 		$9.49M Buy
24,900
+7,006
+39% +$2.65M 0.02% 543
2024
Q1 		$7.11M Sell
17,894
-2,296
-11% -$861K 0.01% 611
2023
Q4 		$7.14M Buy
20,190
+1,456
+8% +$564K 0.01% 609
2023
Q3 		$6.96M Sell
18,734
-378
-2% -$137K 0.02% 563
2023
Q2 		$6.53M Sell
19,112
-687
-3% -$248K 0.02% 561
2023
Q1 		$7.09M Buy
19,799
+644
+3% +$231K 0.02% 498
2022
Q4 		$6.35M Buy
+19,155
New +$5.97M 0.02% 441

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

Corient Private Wealth's EG Position: Q2 2026 in Review

Corient Private Wealth reduced its Everest Group (EG) stake by 7% in Q2 2026, selling an estimated $822K and leaving 31,705 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #599.

Corient Private Wealth first reported a position in EG in Q4 2022 and has held it in 15 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Corient Private Wealth held 31,705 shares of Everest Group worth $11.3M as of Q2 2026.
  • Corient Private Wealth sold 2,400 Everest Group shares in Q2 2026, an estimated $822K.
  • Everest Group made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #599 holding.
  • Corient Private Wealth first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.