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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
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

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

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

DiNuzzo Private Wealth held its Everest Group (EG) position steady in Q2 2026 at 7 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

DiNuzzo Private Wealth first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.74K in Q3 2024. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • DiNuzzo Private Wealth held 7 shares of Everest Group worth $2.5K as of Q2 2026.
  • DiNuzzo Private Wealth left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #600 holding.
  • DiNuzzo Private Wealth first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Everest Group position peaked at $2.74K in Q3 2024.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.