EWA
EG icon

EverSource Wealth Advisors’s Everest Group EG Stock Holding History

EverSource Wealth 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 		$133K Sell
371
-70
-16% -$24K ﹤0.01% 1231
2026
Q1 		$144K Sell
441
-623
-59% -$205K ﹤0.01% 1231
2025
Q4 		$361K Sell
1,064
-906
-46% -$299K 0.01% 675
2025
Q3 		$690K Buy
1,970
+1,011
+105% +$341K 0.03% 400
2025
Q2 		$326K Buy
959
+729
+317% +$252K 0.01% 636
2025
Q1 		$83.6K Buy
230
+19
+9% +$6.71K ﹤0.01% 984
2024
Q4 		$76.5K Buy
211
+64
+44% +$24K ﹤0.01% 1006
2024
Q3 		$57.6K Sell
147
-105
-42% -$40K ﹤0.01% 1004
2024
Q2 		$99K Buy
252
+10
+4% +$3.78K 0.01% 803
2024
Q1 		$88.7K Buy
242
+7
+3% +$2.63K 0.01% 754
2023
Q4 		$83.1K Buy
235
+2
+0.9% +$775 0.01% 709
2023
Q3 		$86.6K Buy
233
+1
+0.4% +$363 0.01% 623
2023
Q2 		$79.3K Buy
232
+1
+0.4% +$361 0.01% 662
2023
Q1 		$82.7K Buy
231
+1
+0.4% +$359 0.01% 609
2022
Q4 		$76.2K Buy
230
+116
+102% +$36.1K 0.01% 603
2022
Q3 		$30K Sell
114
-140
-55% -$37.9K 0.01% 765
2022
Q2 		$72K Buy
254
+226
+807% +$63.9K 0.02% 485
2022
Q1 		$8K Buy
28
+9
+47% +$2.58K ﹤0.01% 1064
2021
Q4 		$5K Buy
+19
New +$5.13K ﹤0.01% 1252

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

EverSource Wealth Advisors's EG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Everest Group (EG) stake by 16% in Q2 2026, selling an estimated $24K and leaving 371 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

EverSource Wealth Advisors first reported a position in EG in Q4 2021 and has held it in 19 quarters since. The position peaked at $690K in Q3 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • EverSource Wealth Advisors held 371 shares of Everest Group worth $133K as of Q2 2026.
  • EverSource Wealth Advisors sold 70 Everest Group shares in Q2 2026, an estimated $24K.
  • Everest Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1231 holding.
  • EverSource Wealth Advisors first reported a position in Everest Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Everest Group position peaked at $690K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.