MFT
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Moisand Fitzgerald Tamayo’s Everest Group EG Stock Holding History

Moisand Fitzgerald Tamayo’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 		$22.9K Hold
64
– – ﹤0.01% 271
2026
Q1 		$20.9K Hold
64
– – ﹤0.01% 266
2025
Q4 		$21.7K Hold
64
– – ﹤0.01% 269
2025
Q3 		$22.4K Hold
64
– – ﹤0.01% 266
2025
Q2 		$21.8K Hold
64
– – ﹤0.01% 271
2025
Q1 		$23.3K Hold
64
– – ﹤0.01% 259
2024
Q4 		$23.2K Hold
64
– – ﹤0.01% 257
2024
Q3 		$25.1K Hold
64
– – ﹤0.01% 262
2024
Q2 		$24.4K Hold
64
– – ﹤0.01% 229
2024
Q1 		$25.4K Hold
64
– – ﹤0.01% 220
2023
Q4 		$22.6K Hold
64
– – ﹤0.01% 248
2023
Q3 		$23.8K Hold
64
– – 0.01% 244
2023
Q2 		$21.9K Hold
64
– – ﹤0.01% 242
2023
Q1 		$22.9K Hold
64
– – ﹤0.01% 245
2022
Q4 		$21.2K Buy
64
+33
+106% +$10.3K ﹤0.01% 246
2022
Q3 		$8K Buy
+31
New +$8.39K ﹤0.01% 302

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Moisand Fitzgerald Tamayo's EG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Everest Group (EG) position steady in Q2 2026 at 64 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Moisand Fitzgerald Tamayo first reported a position in EG in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.4K in Q1 2024. 139 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 64 shares of Everest Group worth $22.9K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #271 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Everest Group in Q3 2022 and has held it in 16 quarters since.
  • Moisand Fitzgerald Tamayo's Everest Group position peaked at $25.4K in Q1 2024.
  • 139 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.