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Impact Partnership Wealth’s Everest Group EG Stock Holding History

Impact Partnership Wealth’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 		$1.21M Buy
3,381
+529
+19% +$181K 0.12% 119
2026
Q1 		$932K Sell
2,852
-377
-12% -$124K 0.12% 127
2025
Q4 		$1.1M Buy
+3,229
New +$1.07M 0.14% 98
2025
Q3 		– Sell
-1,159
Closed -$394K – 328
2025
Q2 		$394K Buy
1,159
+196
+20% +$67.6K 0.07% 174
2025
Q1 		$350K Buy
+963
New +$340K 0.07% 157
2024
Q4 		– Sell
-833
Closed -$326K – 303
2024
Q3 		$326K Buy
+833
New +$317K 0.07% 159
2023
Q3 		– Sell
-4
Closed -$1.37K – 1060
2023
Q2 		$1.37K Buy
+4
New +$1.45K ﹤0.01% 747

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Impact Partnership Wealth's EG Position: Q2 2026 in Review

Impact Partnership Wealth increased its Everest Group (EG) stake by 19% in Q2 2026, buying an estimated $181K and bringing the position to 3,381 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #119.

Impact Partnership Wealth first reported a position in EG in Q2 2023 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Impact Partnership Wealth held 3,381 shares of Everest Group worth $1.21M as of Q2 2026.
  • Impact Partnership Wealth bought 529 Everest Group shares in Q2 2026, an estimated $181K.
  • Everest Group made up 0.12% of Impact Partnership Wealth's portfolio in Q2 2026, its #119 holding.
  • Impact Partnership Wealth first reported a position in Everest Group in Q2 2023 and has held it in 7 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.