JTWM
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Jackson Thornton Wealth Management’s Everest Group EG Stock Holding History

Jackson Thornton Wealth Management’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 		– Sell
-746
Closed -$248K – 300
2025
Q4 		$248K Sell
746
-619
-45% -$204K 0.02% 251
2025
Q3 		$491K Buy
+1,365
New +$461K 0.05% 99

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

Jackson Thornton Wealth Management's EG Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Everest Group (EG) in Q1 2026, closing a stake of 746 shares — an estimated $248K sold.

Jackson Thornton Wealth Management first reported a position in EG in Q3 2025 and held it in 2 quarters. The position peaked at $491K in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 746 Everest Group shares in Q1 2026, an estimated $248K.
  • Jackson Thornton Wealth Management first reported a position in Everest Group in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Everest Group position peaked at $491K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.