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Destiny Wealth Partners’s Everest Group EG Stock Holding History

Destiny Wealth Partners’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
-17
Closed -$5.56K – 417
2026
Q1 		$5.56K Buy
+17
New +$5.59K ﹤0.01% 973
2023
Q2 		– Sell
-769
Closed -$275K – 177
2023
Q1 		$275K Sell
769
-192
-20% -$69K 0.06% 152
2022
Q4 		$318K Buy
+961
New +$299K 0.07% 142
2021
Q1 		– Sell
-142
Closed -$33K – 546
2020
Q4 		$33K Buy
+142
New +$31.4K 0.01% 324

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

Destiny Wealth Partners's EG Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Everest Group (EG) in Q2 2026, closing a stake of 17 shares — an estimated $5.56K sold.

Destiny Wealth Partners first reported a position in EG in Q4 2020 and held it in 4 quarters. The position peaked at $318K in Q4 2022. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 17 Everest Group shares in Q2 2026, an estimated $5.56K.
  • Destiny Wealth Partners first reported a position in Everest Group in Q4 2020 and held it in 4 quarters.
  • Destiny Wealth Partners's Everest Group position peaked at $318K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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