Highline Wealth Partners’s Everest Group EG Stock Holding History

Highline Wealth Partners’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	$2.52K	Sell	7 -29	-81%	-$9.93K	﹤0.01%	1133
2026 Q1	$11.8K	Buy	36 +35	+3,500%	+$11.5K	﹤0.01%	421
2025 Q4	$351	Hold	1	–	–	﹤0.01%	1016
2025 Q3	$360	Hold	1	–	–	﹤0.01%	1031
2025 Q2	$347	Hold	1	–	–	﹤0.01%	830
2025 Q1	$369	Hold	1	–	–	﹤0.01%	884
2024 Q4	$366	Hold	1	–	–	﹤0.01%	579
2024 Q3	$394	Hold	1	–	–	﹤0.01%	576
2024 Q2	$381	Hold	1	–	–	﹤0.01%	508
2024 Q1	$398	Hold	1	–	–	﹤0.01%	406
2023 Q4	$354	Hold	1	–	–	﹤0.01%	382
2023 Q3	$372	Hold	1	–	–	﹤0.01%	357
2023 Q2	$342	Hold	1	–	–	﹤0.01%	315
2023 Q1	$358	Hold	1	–	–	﹤0.01%	312
2022 Q4	$331	Buy	+1	New	+$312	﹤0.01%	315

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

Highline Wealth Partners's EG Position: Q2 2026 in Review

Highline Wealth Partners reduced its Everest Group (EG) stake by 81% in Q2 2026, selling an estimated $9.93K and leaving 7 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Highline Wealth Partners first reported a position in EG in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.8K in Q1 2026. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Highline Wealth Partners held 7 shares of Everest Group worth $2.52K as of Q2 2026.
Highline Wealth Partners sold 29 Everest Group shares in Q2 2026, an estimated $9.93K.
Everest Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1133 holding.
Highline Wealth Partners first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
Highline Wealth Partners's Everest Group position peaked at $11.8K in Q1 2026.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.