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Elevation Wealth Partners’s Everest Group EG Stock Holding History

Elevation 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 		$8.57K Buy
24
+21
+700% +$7.19K ﹤0.01% 858
2026
Q1 		$981 Buy
+3
New +$987 ﹤0.01% 998
2025
Q4 		– Sell
-3
Closed -$1.05K – 977
2025
Q3 		$1.05K Buy
+3
New +$1.01K ﹤0.01% 745

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Elevation Wealth Partners increased its Everest Group (EG) stake by 700% in Q2 2026, buying an estimated $7.19K and bringing the position to 24 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Elevation Wealth Partners first reported a position in EG in Q3 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Elevation Wealth Partners held 24 shares of Everest Group worth $8.57K as of Q2 2026.
  • Elevation Wealth Partners bought 21 Everest Group shares in Q2 2026, an estimated $7.19K.
  • Everest Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #858 holding.
  • Elevation Wealth Partners first reported a position in Everest Group in Q3 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.