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Curio Wealth’s Everest Group EG Stock Holding History

Curio 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 		– Sell
-1
Closed -$327 – 393
2026
Q1 		$327 Buy
+1
New +$329 ﹤0.01% 614

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

Curio Wealth's EG Position: Q2 2026 in Review

Curio Wealth sold out of Everest Group (EG) in Q2 2026, closing a stake of 1 share — an estimated $327 sold.

Curio Wealth first reported a position in EG in Q1 2026 and held it in 1 quarter. The position peaked at $327 in Q1 2026. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Curio Wealth reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Everest Group share in Q2 2026, an estimated $327.
  • Curio Wealth first reported a position in Everest Group in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Everest Group position peaked at $327 in Q1 2026.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.