Investors Research Corp’s Everest Group EG Stock Holding History

Investors Research Corp’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	$13.6K	Hold	38	–	–	﹤0.01%	507
2026 Q1	$12.4K	Hold	38	–	–	﹤0.01%	528
2025 Q4	$12.9K	Hold	38	–	–	﹤0.01%	599
2025 Q3	$13.3K	Hold	38	–	–	﹤0.01%	606
2025 Q2	$12.9K	Hold	38	–	–	﹤0.01%	638
2025 Q1	$13.8K	Buy	38 +35	+1,167%	+$12.4K	﹤0.01%	640
2024 Q4	$1.09K	Hold	3	–	–	﹤0.01%	874
2024 Q3	$1.18K	Hold	3	–	–	﹤0.01%	902
2024 Q2	$1.14K	Hold	3	–	–	﹤0.01%	972
2024 Q1	$1.19K	Hold	3	–	–	﹤0.01%	945
2023 Q4	$1.06K	Hold	3	–	–	﹤0.01%	986
2023 Q3	$1.11K	Hold	3	–	–	﹤0.01%	986
2023 Q2	$1.03K	Hold	3	–	–	﹤0.01%	1011
2023 Q1	$1.07K	Hold	3	–	–	﹤0.01%	1033
2022 Q4	$994	Hold	3	–	–	﹤0.01%	1049
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	1024
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	1020
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	966
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	932
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	946
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	931
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	925
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	1024
2020 Q3	$1K	Sell	3 -3	-50%	-$642	﹤0.01%	1035
2020 Q2	$2K	Buy	6 +3	+100%	+$584	﹤0.01%	1001
2020 Q1	$1K	Hold	3	–	–	﹤0.01%	1067
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	1063
2019 Q3	$1K	Hold	3	–	–	﹤0.01%	1071
2019 Q2	$1K	Hold	3	–	–	﹤0.01%	1026
2019 Q1	$1K	Buy	+3	New	+$653	﹤0.01%	992

Other funds holding EG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Investors Research Corp's EG Position: Q2 2026 in Review

Investors Research Corp held its Everest Group (EG) position steady in Q2 2026 at 38 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Investors Research Corp first reported a position in EG in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.8K in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Investors Research Corp held 38 shares of Everest Group worth $13.6K as of Q2 2026.
Investors Research Corp left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #507 holding.
Investors Research Corp first reported a position in Everest Group in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Everest Group position peaked at $13.8K in Q1 2025.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.