EWM
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Evolution Wealth Management’s Everest Group EG Stock Holding History

Evolution 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
2026
Q2 		$714 Hold
2
– – ﹤0.01% 886
2026
Q1 		$654 Hold
2
– – ﹤0.01% 804
2025
Q4 		$679 Buy
+2
New +$660 ﹤0.01% 697
2025
Q3 		– Sell
-13
Closed -$4.42K – 619
2025
Q2 		$4.42K Buy
+13
New +$4.49K 0.01% 465

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

Evolution Wealth Management's EG Position: Q2 2026 in Review

Evolution Wealth Management held its Everest Group (EG) position steady in Q2 2026 at 2 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Evolution Wealth Management first reported a position in EG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.42K in Q2 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Evolution Wealth Management held 2 shares of Everest Group worth $714 as of Q2 2026.
  • Evolution Wealth Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #886 holding.
  • Evolution Wealth Management first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Everest Group position peaked at $4.42K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.