ECA
EG icon

Elevated Capital Advisors’s Everest Group EG Stock Holding History

Elevated Capital Advisors’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 		$383K Sell
1,072
-895
-46% -$306K 0.11% 162
2026
Q1 		$643K Buy
1,967
+249
+14% +$82K 0.16% 147
2025
Q4 		$583K Sell
1,718
-198
-10% -$65.4K 0.14% 181
2025
Q3 		$671K Sell
1,916
-233
-11% -$78.7K 0.17% 164
2025
Q2 		$781K Hold
2,149
– – 0.22% 138
2025
Q1 		$781K Sell
2,149
-44
-2% -$15.5K 0.22% 138
2024
Q4 		$795K Buy
2,193
+127
+6% +$47.6K 0.22% 140
2024
Q3 		$809K Buy
2,066
+115
+6% +$43.8K 0.22% 147
2024
Q2 		$743K Buy
1,951
+243
+14% +$91.9K 0.21% 133
2024
Q1 		$679K Buy
1,708
+151
+10% +$56.6K 0.19% 118
2023
Q4 		$551K Buy
1,557
+146
+10% +$56.5K 0.17% 126
2023
Q3 		$524K Sell
1,411
-4
-0.3% -$1.45K 0.18% 121
2023
Q2 		$484K Buy
1,415
+121
+9% +$43.7K 0.16% 134
2023
Q1 		$463K Buy
1,294
+6
+0.5% +$2.16K 0.17% 128
2022
Q4 		$427K Buy
+1,288
New +$401K 0.16% 122

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

Elevated Capital Advisors's EG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Everest Group (EG) stake by 46% in Q2 2026, selling an estimated $306K and leaving 1,072 shares worth $383K. The position accounts for 0.11% of the portfolio, ranked #162.

Elevated Capital Advisors first reported a position in EG in Q4 2022 and has held it in 15 quarters since. The position peaked at $809K in Q3 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Elevated Capital Advisors held 1,072 shares of Everest Group worth $383K as of Q2 2026.
  • Elevated Capital Advisors sold 895 Everest Group shares in Q2 2026, an estimated $306K.
  • Everest Group made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #162 holding.
  • Elevated Capital Advisors first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • Elevated Capital Advisors's Everest Group position peaked at $809K in Q3 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.