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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
Q2 		$329K Buy
+922
New +$316K ﹤0.01% 1008
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
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

NewEdge Wealth's EG Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Everest Group (EG) in Q2 2026: 922 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in EG as recently as Q4 2025.

NewEdge Wealth first reported a position in EG in Q1 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • NewEdge Wealth held 922 shares of Everest Group worth $329K as of Q2 2026.
  • Everest Group was a new NewEdge Wealth position in Q2 2026.
  • Everest Group made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1008 holding.
  • NewEdge Wealth first reported a position in Everest Group in Q1 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.