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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
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 $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

Lifeworks Advisors's EG Position: Q1 2026 in Review

Lifeworks Advisors increased its Everest Group (EG) stake by 3.5% in Q1 2026, buying an estimated $27K and bringing the position to 2,456 shares worth $803K. The position accounts for 0.1% of the portfolio, ranked #145.

Lifeworks Advisors first reported a position in EG in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.15M in Q4 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Lifeworks Advisors held 2,456 shares of Everest Group worth $803K as of Q1 2026.
  • Lifeworks Advisors bought 82 Everest Group shares in Q1 2026, an estimated $27K.
  • Everest Group made up 0.1% of Lifeworks Advisors's portfolio in Q1 2026, its #145 holding.
  • Lifeworks Advisors first reported a position in Everest Group in Q2 2024 and has held it in 8 quarters since.
  • Lifeworks Advisors's Everest Group position peaked at $6.15M in Q4 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.