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NEOS Investment Management’s Everest Group EG Stock Holding History

NEOS Investment 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
Q2 		$2.27M Buy
6,342
+677
+12% +$232K 0.01% 497
2026
Q1 		$1.85M Buy
5,665
+3,977
+236% +$1.31M 0.01% 496
2025
Q4 		$573K Hold
1,688
– – ﹤0.01% 599
2025
Q3 		$591K Buy
1,688
+1,087
+181% +$367K ﹤0.01% 570
2025
Q2 		$204K Hold
601
– – ﹤0.01% 613
2025
Q1 		$218K Hold
601
– – ﹤0.01% 582
2024
Q4 		$218K Sell
601
-4
-0.7% -$1.5K 0.01% 577
2024
Q3 		$237K Hold
605
– – 0.01% 560
2024
Q2 		$231K Hold
605
– – 0.01% 548
2024
Q1 		$240K Sell
605
-9
-1% -$3.38K 0.01% 525
2023
Q4 		$217K Buy
+614
New +$238K 0.02% 482

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 $3.37T AUM 44.26% 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

NEOS Investment Management's EG Position: Q2 2026 in Review

NEOS Investment Management increased its Everest Group (EG) stake by 12% in Q2 2026, buying an estimated $232K and bringing the position to 6,342 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #497.

NEOS Investment Management first reported a position in EG in Q4 2023 and has held it in 11 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • NEOS Investment Management held 6,342 shares of Everest Group worth $2.27M as of Q2 2026.
  • NEOS Investment Management bought 677 Everest Group shares in Q2 2026, an estimated $232K.
  • Everest Group made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #497 holding.
  • NEOS Investment Management first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.