Measured Wealth Private Client Group’s Everest Group EG Stock Holding History

Measured Wealth Private Client Group’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	$14.3K	Hold	40	–	–	﹤0.01%	544
2026 Q1	$13.1K	Hold	40	–	–	﹤0.01%	542
2025 Q4	$13.6K	Sell	40 -123	-75%	-$40.6K	﹤0.01%	534
2025 Q3	$57.1K	Buy	+163	New	+$55K	0.02%	286
2023 Q3	–	Sell	-1,271	Closed	-$435K	–	171
2023 Q2	$435K	Buy	1,271 +586	+86%	+$212K	0.17%	107
2023 Q1	$245K	Sell	685 -214	-24%	-$76.9K	0.09%	150
2022 Q4	$298K	Sell	899 -726	-45%	-$226K	0.12%	120
2022 Q3	$426K	Sell	1,625 -259	-14%	-$70.1K	0.19%	69
2022 Q2	$528K	Buy	1,884 +906	+93%	+$256K	0.23%	62
2022 Q1	$295K	Buy	+978	New	+$281K	0.11%	113
2018 Q4	–	Sell	-50	Closed	-$11K	–	268
2018 Q3	$11K	Buy	+50	New	+$11.2K	0.01%	602

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Measured Wealth Private Client Group's EG Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Everest Group (EG) position steady in Q2 2026 at 40 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Measured Wealth Private Client Group first reported a position in EG in Q3 2018 and has held it in 11 quarters since. The position peaked at $528K in Q2 2022. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Measured Wealth Private Client Group held 40 shares of Everest Group worth $14.3K as of Q2 2026.
Measured Wealth Private Client Group left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #544 holding.
Measured Wealth Private Client Group first reported a position in Everest Group in Q3 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's Everest Group position peaked at $528K in Q2 2022.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.