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New Age Alpha Advisors’s Everest Group EG Stock Holding History

New Age Alpha 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
Q2 		$167K Sell
468
-13,866
-97% -$4.75M 0.01% 785
2026
Q1 		$4.69M Sell
14,334
-471
-3% -$155K 0.22% 134
2025
Q4 		$5.02M Sell
14,805
-1,938
-12% -$640K 0.22% 128
2025
Q3 		$5.86M Sell
16,743
-422
-2% -$142K 0.25% 103
2025
Q2 		$5.83M Sell
17,165
-4,885
-22% -$1.69M 0.26% 101
2025
Q1 		$8.01M Sell
22,050
-2,560
-10% -$905K 0.36% 59
2024
Q4 		$8.92M Buy
+24,610
New +$9.22M 0.36% 64

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

New Age Alpha Advisors's EG Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Everest Group (EG) stake by 97% in Q2 2026, selling an estimated $4.75M and leaving 468 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #785.

New Age Alpha Advisors first reported a position in EG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.92M in Q4 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • New Age Alpha Advisors held 468 shares of Everest Group worth $167K as of Q2 2026.
  • New Age Alpha Advisors sold 13,866 Everest Group shares in Q2 2026, an estimated $4.75M.
  • Everest Group made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #785 holding.
  • New Age Alpha Advisors first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Everest Group position peaked at $8.92M in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.