MAS
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Meeder Advisory Services’s Everest Group EG Stock Holding History

Meeder Advisory Services’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 		$532K Buy
1,629
+509
+45% +$168K 0.02% 383
2025
Q4 		$380K Buy
+1,120
New +$370K 0.02% 451

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

Meeder Advisory Services's EG Position: Q1 2026 in Review

Meeder Advisory Services increased its Everest Group (EG) stake by 45% in Q1 2026, buying an estimated $168K and bringing the position to 1,629 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #383.

Meeder Advisory Services first reported a position in EG in Q4 2025 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Meeder Advisory Services held 1,629 shares of Everest Group worth $532K as of Q1 2026.
  • Meeder Advisory Services bought 509 Everest Group shares in Q1 2026, an estimated $168K.
  • Everest Group made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #383 holding.
  • Meeder Advisory Services first reported a position in Everest Group in Q4 2025 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.