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InceptionR’s Everest Group EG Stock Holding History

InceptionR’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 		– Sell
-1,095
Closed -$358K – 721
2026
Q1 		$358K Buy
+1,095
New +$360K 0.09% 430
2025
Q3 		– Sell
-1,596
Closed -$542K – 745
2025
Q2 		$542K Buy
+1,596
New +$551K 0.13% 294
2024
Q3 		– Sell
-829
Closed -$316K – 696
2024
Q2 		$316K Sell
829
-1,664
-67% -$629K 0.09% 397
2024
Q1 		$991K Buy
+2,493
New +$935K 0.26% 145
2023
Q4 		– Sell
-2,016
Closed -$749K – 400
2023
Q3 		$749K Buy
2,016
+283
+16% +$103K 0.43% 56
2023
Q2 		$592K Buy
+1,733
New +$626K 0.32% 112

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

InceptionR's EG Position: Q2 2026 in Review

InceptionR sold out of Everest Group (EG) in Q2 2026, closing a stake of 1,095 shares — an estimated $358K sold.

InceptionR first reported a position in EG in Q2 2023 and held it in 6 quarters. The position peaked at $991K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • InceptionR reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 1,095 Everest Group shares in Q2 2026, an estimated $358K.
  • InceptionR first reported a position in Everest Group in Q2 2023 and held it in 6 quarters.
  • InceptionR's Everest Group position peaked at $991K in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.