JSW
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Journey Strategic Wealth’s Everest Group EG Stock Holding History

Journey Strategic 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
2025
Q4 		– Sell
-931
Closed -$326K – 789
2025
Q3 		$326K Buy
+931
New +$314K 0.01% 446

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Journey Strategic Wealth's EG Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Everest Group (EG) in Q4 2025, closing a stake of 931 shares — an estimated $326K sold.

Journey Strategic Wealth first reported a position in EG in Q3 2025 and held it in 1 quarter. The position peaked at $326K in Q3 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 931 Everest Group shares in Q4 2025, an estimated $326K.
  • Journey Strategic Wealth first reported a position in Everest Group in Q3 2025 and held it in 1 quarter.
  • Journey Strategic Wealth's Everest Group position peaked at $326K in Q3 2025.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.