Lido Advisors
EG icon

Lido Advisors’s Everest Group EG Stock Holding History

Lido Advisors’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 		$642K Buy
1,797
+644
+56% +$221K ﹤0.01% 1329
2026
Q1 		$377K Buy
1,153
+355
+44% +$117K ﹤0.01% 1452
2025
Q4 		$279K Buy
798
+48
+6% +$15.9K ﹤0.01% 1602
2025
Q3 		$263K Buy
750
+157
+26% +$53K ﹤0.01% 1555
2025
Q2 		$202K Sell
593
-43
-7% -$14.8K ﹤0.01% 1520
2025
Q1 		$231K Buy
636
+5
+0.8% +$1.77K ﹤0.01% 1324
2024
Q4 		$229K Buy
631
+12
+2% +$4.49K ﹤0.01% 1328
2024
Q3 		$243K Buy
619
+8
+1% +$3.05K ﹤0.01% 1244
2024
Q2 		$233K Sell
611
-443
-42% -$167K ﹤0.01% 1228
2024
Q1 		$419K Buy
1,054
+159
+18% +$59.6K ﹤0.01% 954
2023
Q4 		$316K Buy
895
+303
+51% +$117K ﹤0.01% 1014
2023
Q3 		$220K Buy
+592
New +$215K ﹤0.01% 1045

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

Lido Advisors's EG Position: Q2 2026 in Review

Lido Advisors increased its Everest Group (EG) stake by 56% in Q2 2026, buying an estimated $221K and bringing the position to 1,797 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Lido Advisors first reported a position in EG in Q3 2023 and has held it in 12 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Lido Advisors held 1,797 shares of Everest Group worth $642K as of Q2 2026.
  • Lido Advisors bought 644 Everest Group shares in Q2 2026, an estimated $221K.
  • Everest Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1329 holding.
  • Lido Advisors first reported a position in Everest Group in Q3 2023 and has held it in 12 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.