Fortitude Family Office’s Everest Group EG Stock Holding History

Fortitude Family Office’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	$9.64K	Buy	27 +6	+29%	+$2.05K	﹤0.01%	789
2026 Q1	$6.86K	Buy	21 +12	+133%	+$3.95K	﹤0.01%	802
2025 Q4	$3.05K	Sell	9 -17	-65%	-$5.61K	﹤0.01%	1004
2025 Q3	$9.11K	Sell	26 -2	-7%	-$675	﹤0.01%	604
2025 Q2	$9.52K	Buy	28 +5	+22%	+$1.73K	﹤0.01%	574
2025 Q1	$8.36K	Hold	23	–	–	﹤0.01%	591
2024 Q4	$8.34K	Buy	23 +10	+77%	+$3.75K	﹤0.01%	687
2024 Q3	$5.09K	Hold	13	–	–	﹤0.01%	785
2024 Q2	$4.95K	Sell	13 -13	-50%	-$4.91K	﹤0.01%	592
2024 Q1	$10.3K	Hold	26	–	–	0.01%	390
2023 Q4	$9.19K	Buy	+26	New	+$10.1K	0.01%	436

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fortitude Family Office's EG Position: Q2 2026 in Review

Fortitude Family Office increased its Everest Group (EG) stake by 29% in Q2 2026, buying an estimated $2.05K and bringing the position to 27 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Fortitude Family Office first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Fortitude Family Office held 27 shares of Everest Group worth $9.64K as of Q2 2026.
Fortitude Family Office bought 6 Everest Group shares in Q2 2026, an estimated $2.05K.
Everest Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #789 holding.
Fortitude Family Office first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Everest Group position peaked at $10.3K in Q1 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.