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
Q2 		$678K Buy
1,899
+270
+17% +$92.5K 0.02% 363
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 $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 $3.38T AUM 44.17% 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

Meeder Advisory Services's EG Position: Q2 2026 in Review

Meeder Advisory Services increased its Everest Group (EG) stake by 17% in Q2 2026, buying an estimated $92.5K and bringing the position to 1,899 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #363.

Meeder Advisory Services first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Meeder Advisory Services held 1,899 shares of Everest Group worth $678K as of Q2 2026.
  • Meeder Advisory Services bought 270 Everest Group shares in Q2 2026, an estimated $92.5K.
  • Everest Group made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #363 holding.
  • Meeder Advisory Services first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.