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Legacy Wealth Asset Management’s Everest Group EG Stock Holding History

Legacy Wealth Asset 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
Q2 		$577K Buy
1,616
+1
+0.1% +$342 0.13% 240
2026
Q1 		$528K Buy
1,615
+51
+3% +$16.8K 0.13% 252
2025
Q4 		$531K Buy
1,564
+46
+3% +$15.2K 0.13% 246
2025
Q3 		$532K Buy
1,518
+25
+2% +$8.44K 0.13% 242
2025
Q2 		$507K Buy
1,493
+42
+3% +$14.5K 0.13% 249
2025
Q1 		$527K Buy
1,451
+1
+0.1% +$353 0.15% 230
2024
Q4 		$526K Sell
1,450
-10
-0.7% -$3.75K 0.14% 230
2024
Q3 		$572K Buy
1,460
+50
+4% +$19K 0.15% 219
2024
Q2 		$537K Buy
1,410
+13
+0.9% +$4.91K 0.15% 213
2024
Q1 		$555K Buy
1,397
+67
+5% +$25.1K 0.15% 211
2023
Q4 		$470K Sell
1,330
-9
-0.7% -$3.48K 0.15% 234
2023
Q3 		$498K Buy
1,339
+43
+3% +$15.6K 0.18% 196
2023
Q2 		$443K Buy
1,296
+4
+0.3% +$1.45K 0.15% 226
2023
Q1 		$463K Buy
1,292
+20
+2% +$7.19K 0.17% 208
2022
Q4 		$421K Buy
+1,272
New +$396K 0.16% 231

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

Legacy Wealth Asset Management's EG Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Everest Group (EG) stake by 0.06% in Q2 2026, buying an estimated $342 and bringing the position to 1,616 shares worth $577K. The position accounts for 0.13% of the portfolio, ranked #240.

Legacy Wealth Asset Management first reported a position in EG in Q4 2022 and has held it in 15 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Legacy Wealth Asset Management held 1,616 shares of Everest Group worth $577K as of Q2 2026.
  • Legacy Wealth Asset Management bought 1 Everest Group share in Q2 2026, an estimated $342.
  • Everest Group made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #240 holding.
  • Legacy Wealth Asset Management first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.