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Montag & Associates’s Everest Group EG Stock Holding History

Montag & Associates’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 		$36K Hold
110
– – ﹤0.01% 629
2025
Q4 		$37.3K Hold
110
– – ﹤0.01% 634
2025
Q3 		$38.5K Hold
110
– – ﹤0.01% 629
2025
Q2 		$37.4K Hold
110
– – ﹤0.01% 620
2025
Q1 		$40K Hold
110
– – ﹤0.01% 649
2024
Q4 		$39.9K Hold
110
– – ﹤0.01% 642
2024
Q3 		$43.1K Hold
110
– – ﹤0.01% 639
2024
Q2 		$41.9K Hold
110
– – ﹤0.01% 617
2024
Q1 		$43.7K Hold
110
– – ﹤0.01% 617
2023
Q4 		$38.9K Buy
+110
New +$42.6K ﹤0.01% 617

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

Montag & Associates's EG Position: Q1 2026 in Review

Montag & Associates held its Everest Group (EG) position steady in Q1 2026 at 110 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Montag & Associates first reported a position in EG in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.7K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Montag & Associates held 110 shares of Everest Group worth $36K as of Q1 2026.
  • Montag & Associates left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #629 holding.
  • Montag & Associates first reported a position in Everest Group in Q4 2023 and has held it in 10 quarters since.
  • Montag & Associates's Everest Group position peaked at $43.7K in Q1 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.