Horizon Advisory Services’s Everest Group EG Stock Holding History

Horizon Advisory Services’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
2025 Q4	–	Sell	-818	Closed	-$286K	–	52
2025 Q3	$286K	Sell	818 -13	-2%	-$4.39K	0.15%	39
2025 Q2	$282K	Buy	831 +7	+0.8%	+$2.42K	0.15%	37
2025 Q1	$299K	Buy	824 +24	+3%	+$8.48K	0.17%	30
2024 Q4	$290K	Buy	+800	New	+$300K	0.17%	32

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Horizon Advisory Services's EG Position: Q4 2025 in Review

Horizon Advisory Services sold out of Everest Group (EG) in Q4 2025, closing a stake of 818 shares — an estimated $286K sold.

Horizon Advisory Services first reported a position in EG in Q4 2024 and held it in 4 quarters. The position peaked at $299K in Q1 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Horizon Advisory Services reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Horizon Advisory Services sold 818 Everest Group shares in Q4 2025, an estimated $286K.
Horizon Advisory Services first reported a position in Everest Group in Q4 2024 and held it in 4 quarters.
Horizon Advisory Services's Everest Group position peaked at $299K in Q1 2025.
685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Horizon Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.