Geode Capital Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $411M | Sell |
1,155,825
-27,996
| -2% | -$9.59M | 0.02% | 522 |
|
|
2026
Q1 | $386M | Buy |
1,183,821
+13,611
| +1% | +$4.48M | 0.02% | 513 |
|
|
2025
Q4 | $396M | Buy |
1,170,210
+4,978
| +0.4% | +$1.64M | 0.02% | 495 |
|
|
2025
Q3 | $407M | Sell |
1,165,232
-46,242
| -4% | -$15.6M | 0.03% | 477 |
|
|
2025
Q2 | $414M | Buy |
1,211,474
+6,217
| +0.5% | +$2.14M | 0.03% | 453 |
|
|
2025
Q1 | $441M | Buy |
1,205,257
+41,176
| +4% | +$14.6M | 0.03% | 425 |
|
|
2024
Q4 | $424M | Buy |
1,164,081
+8,321
| +0.7% | +$3.12M | 0.03% | 422 |
|
|
2024
Q3 | $454M | Buy |
1,155,760
+16,180
| +1% | +$6.16M | 0.04% | 406 |
|
|
2024
Q2 | $435M | Buy |
1,139,580
+96,543
| +9% | +$36.5M | 0.04% | 385 |
|
|
2024
Q1 | $415M | Buy |
1,043,037
+59,196
| +6% | +$22.2M | 0.04% | 408 |
|
|
2023
Q4 | $347M | Buy |
983,841
+24,221
| +3% | +$9.38M | 0.04% | 426 |
|
|
2023
Q3 | $356M | Buy |
959,620
+34,777
| +4% | +$12.6M | 0.04% | 385 |
|
|
2023
Q2 | $315M | Buy |
924,843
+92,565
| +11% | +$33.4M | 0.04% | 419 |
|
|
2023
Q1 | $297M | Buy |
832,278
+15,356
| +2% | +$5.52M | 0.04% | 421 |
|
|
2022
Q4 | $270M | Buy |
816,922
+8,060
| +1% | +$2.51M | 0.04% | 437 |
|
|
2022
Q3 | $212M | Buy |
808,862
+24,277
| +3% | +$6.57M | 0.03% | 467 |
|
|
2022
Q2 | $220M | Buy |
784,585
+9,286
| +1% | +$2.63M | 0.03% | 471 |
|
|
2022
Q1 | $233M | Buy |
775,299
+34,832
| +5% | +$10M | 0.03% | 504 |
|
|
2021
Q4 | $202M | Sell |
740,467
-2,680
| -0.4% | -$724K | 0.02% | 545 |
|
|
2021
Q3 | $186M | Buy |
743,147
+16,056
| +2% | +$4.12M | 0.03% | 551 |
|
|
2021
Q2 | $183M | Buy |
727,091
+15,377
| +2% | +$4M | 0.03% | 558 |
|
|
2021
Q1 | $176M | Buy |
711,714
+11,302
| +2% | +$2.69M | 0.03% | 544 |
|
|
2020
Q4 | $164M | Buy |
700,412
+36,629
| +6% | +$8.09M | 0.03% | 523 |
|
|
2020
Q3 | $131M | Sell |
663,783
-28,678
| -4% | -$6.14M | 0.03% | 521 |
|
|
2020
Q2 | $143M | Buy |
692,461
+6,413
| +0.9% | +$1.25M | 0.03% | 465 |
|
|
2020
Q1 | $132M | Sell |
686,048
-1,521
| -0.2% | -$388K | 0.03% | 429 |
|
|
2019
Q4 | $190M | Buy |
687,569
+33,726
| +5% | +$8.9M | 0.04% | 424 |
|
|
2019
Q3 | $174M | Buy |
653,843
+10,884
| +2% | +$2.75M | 0.04% | 419 |
|
|
2019
Q2 | $159M | Buy |
642,959
+35,544
| +6% | +$8.53M | 0.04% | 432 |
|
|
2019
Q1 | $131M | Sell |
607,415
-10,886
| -2% | -$2.37M | 0.03% | 471 |
|
|
2018
Q4 | $134M | Buy |
618,301
+78,406
| +15% | +$17.1M | 0.04% | 419 |
|
|
2018
Q3 | $123M | Buy |
539,895
+14,425
| +3% | +$3.23M | 0.03% | 468 |
|
|
2018
Q2 | $121M | Buy |
525,470
+18,250
| +4% | +$4.28M | 0.04% | 460 |
|
|
2018
Q1 | $130M | Buy |
507,220
+22,608
| +5% | +$5.43M | 0.04% | 417 |
|
|
2017
Q4 | $107M | Sell |
484,612
-43,067
| -8% | -$9.71M | 0.04% | 470 |
|
|
2017
Q3 | $120M | Buy |
527,679
+21,198
| +4% | +$5.34M | 0.04% | 403 |
|
|
2017
Q2 | $129M | Buy |
506,481
+129,192
| +34% | +$31.9M | 0.05% | 364 |
|
|
2017
Q1 | $88.2M | Buy |
377,289
+29,547
| +8% | +$6.75M | 0.04% | 468 |
|
|
2016
Q4 | $75.2M | Buy |
347,742
+33,559
| +11% | +$6.92M | 0.04% | 472 |
|
|
2016
Q3 | $59.7M | Buy |
314,183
+15,751
| +5% | +$2.96M | 0.03% | 512 |
|
|
2016
Q2 | $54.5M | Buy |
298,432
+8,491
| +3% | +$1.56M | 0.03% | 514 |
|
|
2016
Q1 | $57.2K | Buy |
289,941
+12,113
| +4% | +$2.24M | 0.03% | 492 |
|
|
2015
Q4 | $50.8M | Sell |
277,828
-3,404
| -1% | -$618K | 0.03% | 517 |
|
|
2015
Q3 | $48.7M | Buy |
281,232
+8,344
| +3% | +$1.51M | 0.03% | 509 |
|
|
2015
Q2 | $49.6M | Buy |
272,888
+26,926
| +11% | +$4.9M | 0.03% | 528 |
|
|
2015
Q1 | $42.8M | Buy |
245,962
+7,136
| +3% | +$1.25M | 0.02% | 568 |
|
|
2014
Q4 | $40.7M | Sell |
238,826
-4,250
| -2% | -$717K | 0.02% | 557 |
|
|
2014
Q3 | $39.4M | Buy |
243,076
+1,098
| +0.5% | +$178K | 0.03% | 541 |
|
|
2014
Q2 | $38.8M | Buy |
241,978
+1,495
| +0.6% | +$237K | 0.03% | 555 |
|
|
2014
Q1 | $36.8M | Sell |
240,483
-9,450
| -4% | -$1.4M | 0.02% | 555 |
|
|
2013
Q4 | $39M | Buy |
249,933
+28,281
| +13% | +$4.32M | 0.03% | 516 |
|
|
2013
Q3 | $32.2M | Buy |
221,652
+5,186
| +2% | +$703K | 0.03% | 520 |
|
|
2013
Q2 | $27.8M | Buy |
+216,466
| New | +$28M | 0.02% | 527 |
|
Other funds holding EG
VCM
VPM
VVP
Geode Capital Management's EG Position: Q2 2026 in Review
Geode Capital Management reduced its Everest Group (EG) stake by 2.4% in Q2 2026, selling an estimated $9.59M and leaving 1,155,825 shares worth $411M. The position accounts for 0.02% of the portfolio, ranked #522.
Geode Capital Management first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $454M in Q3 2024. 554 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- Geode Capital Management held 1,155,825 shares of Everest Group worth $411M as of Q2 2026.
- Geode Capital Management sold 27,996 Everest Group shares in Q2 2026, an estimated $9.59M.
- Everest Group made up 0.02% of Geode Capital Management's portfolio in Q2 2026, its #522 holding.
- Geode Capital Management first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
- Geode Capital Management's Everest Group position peaked at $454M in Q3 2024.
- 554 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.