EP
EG icon

Essential Partners’s Everest Group EG Stock Holding History

Essential 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 		$46.4K Sell
130
-66
-34% -$22.6K 0.02% 636
2026
Q1 		$64.1K Sell
196
-400
-67% -$132K 0.02% 535
2025
Q4 		$202K Sell
596
-1,481
-71% -$489K 0.06% 313
2025
Q3 		$727K Buy
2,077
+72
+4% +$24.3K 0.24% 114
2025
Q2 		$681K Buy
+2,005
New +$692K 0.27% 113

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

Essential Partners's EG Position: Q2 2026 in Review

Essential Partners reduced its Everest Group (EG) stake by 34% in Q2 2026, selling an estimated $22.6K and leaving 130 shares worth $46.4K. The position accounts for 0.02% of the portfolio, ranked #636.

Essential Partners first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $727K in Q3 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Essential Partners held 130 shares of Everest Group worth $46.4K as of Q2 2026.
  • Essential Partners sold 66 Everest Group shares in Q2 2026, an estimated $22.6K.
  • Everest Group made up 0.02% of Essential Partners's portfolio in Q2 2026, its #636 holding.
  • Essential Partners first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Everest Group position peaked at $727K in Q3 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.