NWM
EG icon

Nova Wealth Management’s Everest Group EG Stock Holding History

Nova Wealth 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 		$17.9K Hold
50
– – 0.01% 336
2026
Q1 		$16.3K Hold
50
– – 0.01% 325
2025
Q4 		$17K Hold
50
– – 0.01% 305
2025
Q3 		$17.5K Hold
50
– – 0.01% 308
2025
Q2 		$17K Buy
+50
New +$17.3K 0.01% 317

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Nova Wealth Management's EG Position: Q2 2026 in Review

Nova Wealth Management held its Everest Group (EG) position steady in Q2 2026 at 50 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #336.

Nova Wealth Management first reported a position in EG in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Nova Wealth Management held 50 shares of Everest Group worth $17.9K as of Q2 2026.
  • Nova Wealth Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Nova Wealth Management first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.