Dynasty Wealth Management’s Everest Group EG Stock Holding History

Dynasty Wealth Management’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
2025 Q2	–	Sell	-564	Closed	-$205K	–	233
2025 Q1	$205K	Buy	+564	New	+$199K	﹤0.01%	247
2024 Q4	–	Sell	-539	Closed	-$211K	–	255
2024 Q3	$211K	Sell	539 -3	-0.6%	-$1.14K	0.01%	222
2024 Q2	$207K	Buy	542 +15	+3%	+$5.67K	0.01%	236
2024 Q1	$209K	Buy	+527	New	+$198K	0.01%	249

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Dynasty Wealth Management's EG Position: Q2 2025 in Review

Dynasty Wealth Management sold out of Everest Group (EG) in Q2 2025, closing a stake of 564 shares — an estimated $205K sold.

Dynasty Wealth Management first reported a position in EG in Q1 2024 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

Dynasty Wealth Management reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
Dynasty Wealth Management sold 564 Everest Group shares in Q2 2025, an estimated $205K.
Dynasty Wealth Management first reported a position in Everest Group in Q1 2024 and held it in 4 quarters.
Dynasty Wealth Management's Everest Group position peaked at $211K in Q3 2024.
672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Dynasty Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.