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Mowery & Schoenfeld Wealth Management’s Everest Group EG Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-15
Closed -$5.09K – 400
2025
Q4 		$5.09K Buy
+15
New +$4.95K 0.01% 322
2025
Q3 		– Sell
-1
Closed -$340 – 389
2025
Q2 		$340 Hold
1
– – ﹤0.01% 380
2025
Q1 		$364 Hold
1
– – ﹤0.01% 440
2024
Q4 		$363 Buy
+1
New +$375 ﹤0.01% 471

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Everest Group (EG) in Q1 2026, closing a stake of 15 shares — an estimated $5.09K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EG in Q4 2024 and held it in 4 quarters. The position peaked at $5.09K in Q4 2025. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Everest Group shares in Q1 2026, an estimated $5.09K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Everest Group in Q4 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Everest Group position peaked at $5.09K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.