GHP Investment Advisors’s Everest Group EG Stock Holding History

GHP Investment Advisors’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	$14.6K	Hold	41	–	–	﹤0.01%	759
2026 Q1	$13.4K	Hold	41	–	–	﹤0.01%	767
2025 Q4	$13.9K	Hold	41	–	–	﹤0.01%	695
2025 Q3	$14.4K	Hold	41	–	–	﹤0.01%	670
2025 Q2	$13.9K	Hold	41	–	–	﹤0.01%	680
2025 Q1	$14.9K	Hold	41	–	–	﹤0.01%	638
2024 Q4	$14.9K	Hold	41	–	–	﹤0.01%	642
2024 Q3	$16.1K	Buy	+41	New	+$15.6K	﹤0.01%	656
2023 Q4	–	Sell	-41	Closed	-$16.3K	–	873
2023 Q3	$16.3K	Hold	41	–	–	﹤0.01%	627
2023 Q2	$14.6K	Hold	41	–	–	﹤0.01%	632
2023 Q1	$14.7K	Hold	41	–	–	﹤0.01%	628
2022 Q4	$13.6K	Hold	41	–	–	﹤0.01%	638
2022 Q3	$11K	Buy	41 +17	+71%	+$4.6K	﹤0.01%	654
2022 Q2	$7K	Buy	24 +14	+140%	+$3.96K	﹤0.01%	749
2022 Q1	$3K	Buy	+10	New	+$2.87K	﹤0.01%	854

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

GHP Investment Advisors's EG Position: Q2 2026 in Review

GHP Investment Advisors held its Everest Group (EG) position steady in Q2 2026 at 41 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

GHP Investment Advisors first reported a position in EG in Q1 2022 and has held it in 15 quarters since. The position peaked at $16.3K in Q3 2023. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

GHP Investment Advisors held 41 shares of Everest Group worth $14.6K as of Q2 2026.
GHP Investment Advisors left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #759 holding.
GHP Investment Advisors first reported a position in Everest Group in Q1 2022 and has held it in 15 quarters since.
GHP Investment Advisors's Everest Group position peaked at $16.3K in Q3 2023.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.