Creative Planning
EG icon

Creative Planning’s Everest Group EG Stock Holding History

Creative Planning’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 		$8.03M Buy
24,579
+10,451
+74% +$3.44M 0.01% 840
2025
Q4 		$4.79M Sell
14,128
-2,918
-17% -$964K ﹤0.01% 1036
2025
Q3 		$5.97M Buy
17,046
+12,154
+248% +$4.1M ﹤0.01% 772
2025
Q2 		$1.66M Buy
4,892
+797
+19% +$275K ﹤0.01% 1464
2025
Q1 		$1.49M Buy
4,095
+676
+20% +$239K ﹤0.01% 1407
2024
Q4 		$1.24M Buy
3,419
+909
+36% +$340K ﹤0.01% 1482
2024
Q3 		$984K Sell
2,510
-26
-1% -$9.9K ﹤0.01% 1524
2024
Q2 		$966K Buy
2,536
+1,091
+76% +$412K ﹤0.01% 1422
2024
Q1 		$574K Buy
1,445
+125
+9% +$46.9K ﹤0.01% 1754
2023
Q4 		$467K Buy
1,320
+350
+36% +$136K ﹤0.01% 1760
2023
Q3 		$361K Sell
970
-1
-0.1% -$363 ﹤0.01% 1789
2023
Q2 		$332K Sell
971
-39
-4% -$14.1K ﹤0.01% 1832
2023
Q1 		$362K Buy
1,010
+384
+61% +$138K ﹤0.01% 1678
2022
Q4 		$207K Buy
+626
New +$195K ﹤0.01% 2000
2022
Q2 		– Sell
-22
Closed -$7K – 2358
2022
Q1 		$7K Buy
+22
New +$6.32K ﹤0.01% 2217
2017
Q3 		– Sell
-306
Closed -$78K – 2384
2017
Q2 		$78K Buy
306
+24
+9% +$5.92K ﹤0.01% 2167
2017
Q1 		$66K Sell
282
-45
-14% -$10.3K ﹤0.01% 2264
2016
Q4 		$71K Buy
327
+72
+28% +$14.8K ﹤0.01% 2102
2016
Q3 		$48K Buy
255
+119
+88% +$22.4K ﹤0.01% 2392
2016
Q2 		$25K Hold
136
– – ﹤0.01% 2636
2016
Q1 		$27K Sell
136
-13
-9% -$2.4K ﹤0.01% 2536
2015
Q4 		$27K Buy
149
+13
+10% +$2.36K ﹤0.01% 2615
2015
Q3 		$24K Buy
+136
New +$24.6K ﹤0.01% 2582
2014
Q3 		– Sell
-150
Closed -$24K – 4029
2014
Q2 		$24K Sell
150
-90
-38% -$14.2K ﹤0.01% 2375
2014
Q1 		$37K Buy
+240
New +$35.5K ﹤0.01% 1989

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

Creative Planning's EG Position: Q1 2026 in Review

Creative Planning increased its Everest Group (EG) stake by 74% in Q1 2026, buying an estimated $3.44M and bringing the position to 24,579 shares worth $8.03M. The position accounts for 0.01% of the portfolio, ranked #840.

Creative Planning first reported a position in EG in Q1 2014 and has held it in 25 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Creative Planning held 24,579 shares of Everest Group worth $8.03M as of Q1 2026.
  • Creative Planning bought 10,451 Everest Group shares in Q1 2026, an estimated $3.44M.
  • Everest Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #840 holding.
  • Creative Planning first reported a position in Everest Group in Q1 2014 and has held it in 25 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.