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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impact Partnership Wealth's EG Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Everest Group (EG) stake by 12% in Q1 2026, selling an estimated $124K and leaving 2,852 shares worth $932K. The position accounts for 0.12% of the portfolio, ranked #127.

Impact Partnership Wealth first reported a position in EG in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Impact Partnership Wealth held 2,852 shares of Everest Group worth $932K as of Q1 2026.
  • Impact Partnership Wealth sold 377 Everest Group shares in Q1 2026, an estimated $124K.
  • Everest Group made up 0.12% of Impact Partnership Wealth's portfolio in Q1 2026, its #127 holding.
  • Impact Partnership Wealth first reported a position in Everest Group in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Everest Group position peaked at $1.1M in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.