MA
EG icon

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
Q2 		$39.3K Hold
110
– – ﹤0.01% 625
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 $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

Montag & Associates's EG Position: Q2 2026 in Review

Montag & Associates held its Everest Group (EG) position steady in Q2 2026 at 110 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Montag & Associates first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.7K in Q1 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Montag & Associates held 110 shares of Everest Group worth $39.3K as of Q2 2026.
  • Montag & Associates left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #625 holding.
  • Montag & Associates first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Montag & Associates's Everest Group position peaked at $43.7K in Q1 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.