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NewEdge Advisors’s Everest Group EG Stock Holding History

NewEdge 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 		$121K Sell
370
-968
-72% -$319K ﹤0.01% 2707
2025
Q4 		$454K Sell
1,338
-286
-18% -$94.4K ﹤0.01% 2045
2025
Q3 		$569K Buy
1,624
+613
+61% +$207K ﹤0.01% 1741
2025
Q2 		$343K Sell
1,011
-818
-45% -$282K ﹤0.01% 1935
2025
Q1 		$665K Sell
1,829
-99
-5% -$35K ﹤0.01% 1417
2024
Q4 		$699K Buy
1,928
+532
+38% +$199K ﹤0.01% 1352
2024
Q3 		$547K Sell
1,396
-213
-13% -$81.1K ﹤0.01% 1430
2024
Q2 		$613K Buy
1,609
+552
+52% +$209K ﹤0.01% 1298
2024
Q1 		$420K Buy
1,057
+594
+128% +$223K ﹤0.01% 1445
2023
Q4 		$164K Buy
463
+47
+11% +$18.2K ﹤0.01% 1776
2023
Q3 		$155K Sell
416
-644
-61% -$234K ﹤0.01% 1706
2023
Q2 		$362K Buy
1,060
+23
+2% +$8.31K ﹤0.01% 1371
2023
Q1 		$371K Buy
1,037
+204
+24% +$73.3K ﹤0.01% 1257
2022
Q4 		$201K Buy
+833
New +$260K 0.01% 1185

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

NewEdge Advisors's EG Position: Q1 2026 in Review

NewEdge Advisors reduced its Everest Group (EG) stake by 72% in Q1 2026, selling an estimated $319K and leaving 370 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

NewEdge Advisors first reported a position in EG in Q4 2022 and has held it in 14 quarters since. The position peaked at $699K in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • NewEdge Advisors held 370 shares of Everest Group worth $121K as of Q1 2026.
  • NewEdge Advisors sold 968 Everest Group shares in Q1 2026, an estimated $319K.
  • Everest Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2707 holding.
  • NewEdge Advisors first reported a position in Everest Group in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Everest Group position peaked at $699K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.