NewEdge Wealth’s Everest Group EG Stock Holding History

NewEdge Wealth’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	-711	Closed	-$241K	–	1168
2025 Q4	$241K	Buy	+711	New	+$235K	﹤0.01%	1100
2025 Q2	–	Sell	-578	Closed	-$210K	–	981
2025 Q1	$210K	Buy	+578	New	+$204K	﹤0.01%	880

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's EG Position: Q1 2026 in Review

NewEdge Wealth sold out of Everest Group (EG) in Q1 2026, closing a stake of 711 shares — an estimated $241K sold.

NewEdge Wealth first reported a position in EG in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

NewEdge Wealth reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 711 Everest Group shares in Q1 2026, an estimated $241K.
NewEdge Wealth first reported a position in Everest Group in Q1 2025 and held it in 2 quarters.
NewEdge Wealth's Everest Group position peaked at $241K in Q4 2025.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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