Oak Thistle LLC’s Everest Group EG Stock Holding History

Oak Thistle LLC’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	–	Sell	-3,122	Closed	-$1.02M	–	520
2026 Q1	$1.02M	Buy	+3,122	New	+$1.03M	0.1%	330
2025 Q2	–	Sell	-2,283	Closed	-$829K	–	497
2025 Q1	$829K	Buy	+2,283	New	+$807K	0.17%	222
2024 Q1	–	Sell	-7,685	Closed	-$2.72M	–	361
2023 Q4	$2.72M	Buy	+7,685	New	+$2.98M	0.78%	3
2023 Q3	–	Sell	-1,248	Closed	-$427K	–	501
2023 Q2	$427K	Buy	+1,248	New	+$451K	0.23%	191

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Oak Thistle LLC's EG Position: Q2 2026 in Review

Oak Thistle LLC sold out of Everest Group (EG) in Q2 2026, closing a stake of 3,122 shares — an estimated $1.02M sold.

Oak Thistle LLC first reported a position in EG in Q2 2023 and held it in 4 quarters. The position peaked at $2.72M in Q4 2023. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Oak Thistle LLC reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
Oak Thistle LLC sold 3,122 Everest Group shares in Q2 2026, an estimated $1.02M.
Oak Thistle LLC first reported a position in Everest Group in Q2 2023 and held it in 4 quarters.
Oak Thistle LLC's Everest Group position peaked at $2.72M in Q4 2023.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.