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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
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 $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

Legacy Wealth Management (Idaho)'s EG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Everest Group (EG) stake by 34% in Q1 2026, selling an estimated $3.62K and leaving 21 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Legacy Wealth Management (Idaho) first reported a position in EG in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.9K in Q4 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 21 shares of Everest Group worth $6.86K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 11 Everest Group shares in Q1 2026, an estimated $3.62K.
  • Everest Group made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #557 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Everest Group in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Everest Group position peaked at $10.9K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.