IWC
EG icon

Integrated Wealth Concepts’s Everest Group EG Stock Holding History

Integrated Wealth Concepts’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 		$4.05M Sell
12,395
-484
-4% -$159K 0.03% 494
2025
Q4 		$4.37M Sell
12,879
-1,588
-11% -$524K 0.05% 324
2025
Q3 		$5.07M Buy
14,467
+2,569
+22% +$867K 0.05% 377
2025
Q2 		$4.04M Buy
11,898
+2,311
+24% +$797K 0.04% 386
2025
Q1 		$3.48M Buy
9,587
+7,960
+489% +$2.81M 0.04% 411
2024
Q4 		$590K Sell
1,627
-210
-11% -$78.6K 0.01% 1054
2024
Q3 		$720K Buy
1,837
+900
+96% +$343K 0.01% 935
2024
Q2 		$357K Buy
937
+238
+34% +$90K ﹤0.01% 1220
2024
Q1 		$278K Sell
699
-515
-42% -$193K ﹤0.01% 1356
2023
Q4 		$429K Buy
+1,214
New +$470K 0.01% 1067

Other funds holding EG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return