Heritage Wealth Advisors’s Everest Group EG Stock Holding History

Heritage Wealth 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 Q1	–	Sell	-80	Closed	-$27.1K	–	686
2025 Q4	$27.1K	Hold	80	–	–	﹤0.01%	376
2025 Q3	$28K	Hold	80	–	–	﹤0.01%	350
2025 Q2	$27.2K	Hold	80	–	–	﹤0.01%	343
2025 Q1	$29.1K	Hold	80	–	–	﹤0.01%	341
2024 Q4	$29K	Hold	80	–	–	﹤0.01%	361
2024 Q3	$31.3K	Hold	80	–	–	﹤0.01%	365
2024 Q2	$30.5K	Hold	80	–	–	﹤0.01%	350
2024 Q1	$31.8K	Hold	80	–	–	﹤0.01%	369
2023 Q4	$28.3K	Hold	80	–	–	﹤0.01%	382
2023 Q3	$29.7K	Hold	80	–	–	﹤0.01%	350
2023 Q2	$27.3K	Hold	80	–	–	﹤0.01%	377
2023 Q1	$28.6K	Hold	80	–	–	﹤0.01%	372
2022 Q4	$26.5K	Hold	80	–	–	﹤0.01%	389
2022 Q3	$21K	Sell	80 -50	-38%	-$13.5K	﹤0.01%	378
2022 Q2	$36K	Buy	+130	New	+$36.7K	﹤0.01%	355
2021 Q2	–	Sell	-497	Closed	-$123K	–	570
2021 Q1	$123K	Sell	497 -172	-26%	-$41K	0.01%	243
2020 Q4	$157K	Buy	+669	New	+$148K	0.01%	217

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's EG Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 80 shares — an estimated $27.1K sold.

Heritage Wealth Advisors first reported a position in EG in Q4 2020 and held it in 17 quarters. The position peaked at $157K in Q4 2020. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Heritage Wealth Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 80 Everest Group shares in Q1 2026, an estimated $27.1K.
Heritage Wealth Advisors first reported a position in Everest Group in Q4 2020 and held it in 17 quarters.
Heritage Wealth Advisors's Everest Group position peaked at $157K in Q4 2020.
668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.