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Mount Yale Investment Advisors’s Everest Group EG Stock Holding History

Mount Yale Investment Advisors’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 		$2.95M Buy
9,022
+8,118
+898% +$2.67M 0.07% 287
2025
Q4 		$307K Sell
904
-288
-24% -$95.1K 0.01% 590
2025
Q3 		$417K Sell
1,192
-10,862
-90% -$3.67M 0.03% 452
2025
Q2 		$4.1M Sell
12,054
-108
-0.9% -$37.3K 0.32% 59
2025
Q1 		$4.42M Sell
12,162
-226
-2% -$79.9K 0.38% 44
2024
Q4 		$4.49M Buy
12,388
+580
+5% +$217K 0.36% 52
2024
Q3 		$4.63M Sell
11,808
-1,794
-13% -$683K 0.44% 53
2024
Q2 		$5.18M Sell
13,602
-2,052
-13% -$776K 0.41% 44
2024
Q1 		$6.22M Sell
15,654
-456
-3% -$171K 0.48% 38
2023
Q4 		$5.7M Buy
+16,110
New +$6.24M 0.54% 33
2023
Q1 		– Sell
-611
Closed -$202K – 495
2022
Q4 		$202K Sell
611
-358
-37% -$112K 0.02% 434
2022
Q3 		$254K Buy
969
+6
+0.6% +$1.62K 0.03% 371
2022
Q2 		$270K Buy
+963
New +$272K 0.03% 376
2021
Q3 		– Sell
-1,006
Closed -$254K – 468
2021
Q2 		$254K Sell
1,006
-85
-8% -$22.1K 0.03% 362
2021
Q1 		$270K Buy
+1,091
New +$260K 0.04% 336
2020
Q4 		– Sell
-1,105
Closed -$218K – 402
2020
Q3 		$218K Buy
1,105
+69
+7% +$14.8K 0.03% 321
2020
Q2 		$214K Buy
+1,036
New +$202K 0.04% 297
2018
Q4 		– Sell
-552
Closed -$124K – 444
2018
Q3 		$124K Sell
552
-1,443
-72% -$323K 0.02% 376
2018
Q2 		$460K Sell
1,995
-28
-1% -$6.57K 0.09% 185
2018
Q1 		$520K Buy
+2,023
New +$486K 0.11% 162

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

Mount Yale Investment Advisors's EG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Everest Group (EG) stake by 898% in Q1 2026, buying an estimated $2.67M and bringing the position to 9,022 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #287.

Mount Yale Investment Advisors first reported a position in EG in Q1 2018 and has held it in 20 quarters since. The position peaked at $6.22M in Q1 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Mount Yale Investment Advisors held 9,022 shares of Everest Group worth $2.95M as of Q1 2026.
  • Mount Yale Investment Advisors bought 8,118 Everest Group shares in Q1 2026, an estimated $2.67M.
  • Everest Group made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #287 holding.
  • Mount Yale Investment Advisors first reported a position in Everest Group in Q1 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Everest Group position peaked at $6.22M in Q1 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.