DiNuzzo Private Wealth’s Everest Group EG Stock Holding History

DiNuzzo 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 Q3	$2.56K	Hold	7	–	–	﹤0.01%	584
2026 Q2	$2.5K	Hold	7	–	–	﹤0.01%	600
2026 Q1	$2.29K	Hold	7	–	–	﹤0.01%	590
2025 Q4	$2.38K	Hold	7	–	–	﹤0.01%	580
2025 Q3	$2.39K	Hold	7	–	–	﹤0.01%	576
2025 Q2	$2.38K	Hold	7	–	–	﹤0.01%	563
2025 Q1	$2.54K	Hold	7	–	–	﹤0.01%	518
2024 Q4	$2.54K	Hold	7	–	–	﹤0.01%	508
2024 Q3	$2.74K	Hold	7	–	–	﹤0.01%	506
2024 Q2	$2.67K	Buy	7 +1	+17%	+$378	﹤0.01%	426
2024 Q1	$2.38K	Sell	6 -1	-14%	-$375	﹤0.01%	415
2023 Q4	$2.48K	Buy	+7	New	+$2.71K	﹤0.01%	367

Other funds holding EG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

DiNuzzo Private Wealth's EG Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Everest Group (EG) position steady in Q3 2026 at 7 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

DiNuzzo Private Wealth first reported a position in EG in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.74K in Q3 2024. 136 funds tracked by Wall St. Rank hold EG as of Q3 2026.

DiNuzzo Private Wealth held 7 shares of Everest Group worth $2.56K as of Q3 2026.
DiNuzzo Private Wealth left its Everest Group share count unchanged in Q3 2026.
Everest Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #584 holding.
DiNuzzo Private Wealth first reported a position in Everest Group in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Everest Group position peaked at $2.74K in Q3 2024.
136 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.