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Lifeworks Advisors’s Everest Group EG Stock Holding History

Lifeworks 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 		$492K Sell
1,377
-1,079
-44% -$369K 0.05% 205
2026
Q1 		$803K Buy
2,456
+82
+3% +$27K 0.1% 145
2025
Q4 		$806K Buy
2,374
+113
+5% +$37.3K 0.1% 159
2025
Q3 		$792K Sell
2,261
-116
-5% -$39.2K 0.11% 157
2025
Q2 		$808K Sell
2,377
-1,744
-42% -$602K 0.12% 151
2025
Q1 		$1.5M Sell
4,121
-12,838
-76% -$4.54M 0.25% 96
2024
Q4 		$6.15M Buy
16,959
+4,694
+38% +$1.76M 1.11% 22
2024
Q3 		$4.81M Buy
12,265
+11,634
+1,844% +$4.43M 0.94% 30
2024
Q2 		$241K Buy
+631
New +$239K 0.07% 201

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

Lifeworks Advisors's EG Position: Q2 2026 in Review

Lifeworks Advisors reduced its Everest Group (EG) stake by 44% in Q2 2026, selling an estimated $369K and leaving 1,377 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #205.

Lifeworks Advisors first reported a position in EG in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.15M in Q4 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Lifeworks Advisors held 1,377 shares of Everest Group worth $492K as of Q2 2026.
  • Lifeworks Advisors sold 1,079 Everest Group shares in Q2 2026, an estimated $369K.
  • Everest Group made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #205 holding.
  • Lifeworks Advisors first reported a position in Everest Group in Q2 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's Everest Group position peaked at $6.15M in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.