LWMI
EG icon

Legacy Wealth Management (Idaho)’s Everest Group EG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-21
Closed -$6.86K – 408
2026
Q1 		$6.86K Sell
21
-11
-34% -$3.62K ﹤0.01% 557
2025
Q4 		$10.9K Buy
32
+28
+700% +$9.25K 0.01% 415
2025
Q3 		$1.4K Hold
4
– – ﹤0.01% 587
2025
Q2 		$1.36K Hold
4
– – ﹤0.01% 562
2025
Q1 		$1.45K Hold
4
– – ﹤0.01% 588
2024
Q4 		$1.35K Hold
4
– – ﹤0.01% 558
2024
Q3 		$1.48K Buy
+4
New +$1.52K ﹤0.01% 510

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 $3.38T AUM 44.17% 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 Management (Idaho)'s EG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Everest Group (EG) in Q2 2026, closing a stake of 21 shares — an estimated $6.86K sold.

Legacy Wealth Management (Idaho) first reported a position in EG in Q3 2024 and held it in 7 quarters. The position peaked at $10.9K in Q4 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 21 Everest Group shares in Q2 2026, an estimated $6.86K.
  • Legacy Wealth Management (Idaho) first reported a position in Everest Group in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Everest Group position peaked at $10.9K in Q4 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.