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National Wealth Management Group’s Everest Group EG Stock Holding History

National Wealth Management Group’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
2025
Q4 		– Sell
-1,253
Closed -$439K – 258
2025
Q3 		$439K Buy
+1,253
New +$423K 0.17% 140

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

National Wealth Management Group's EG Position: Q4 2025 in Review

National Wealth Management Group sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,253 shares — an estimated $439K sold.

National Wealth Management Group first reported a position in EG in Q3 2025 and held it in 1 quarter. The position peaked at $439K in Q3 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • National Wealth Management Group reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 1,253 Everest Group shares in Q4 2025, an estimated $439K.
  • National Wealth Management Group first reported a position in Everest Group in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's Everest Group position peaked at $439K in Q3 2025.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.