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Evolve Private Wealth’s Everest Group EG Stock Holding History

Evolve Private Wealth’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 		– Sell
-1,014
Closed -$344K – 1011
2025
Q4 		$344K Buy
+1,014
New +$335K 0.02% 676

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolve Private Wealth's EG Position: Q1 2026 in Review

Evolve Private Wealth sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,014 shares — an estimated $344K sold.

Evolve Private Wealth first reported a position in EG in Q4 2025 and held it in 1 quarter. The position peaked at $344K in Q4 2025. 669 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Evolve Private Wealth reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 1,014 Everest Group shares in Q1 2026, an estimated $344K.
  • Evolve Private Wealth first reported a position in Everest Group in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Everest Group position peaked at $344K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.