EWM
EG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Management's EG Position: Q1 2026 in Review

Evolution Wealth Management held its Everest Group (EG) position steady in Q1 2026 at 2 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Evolution Wealth Management first reported a position in EG in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.42K in Q2 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Evolution Wealth Management held 2 shares of Everest Group worth $654 as of Q1 2026.
  • Evolution Wealth Management left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #804 holding.
  • Evolution Wealth Management first reported a position in Everest Group in Q2 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Everest Group position peaked at $4.42K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.