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OneFund LLC’s Everest Group EG Stock Holding History

OneFund 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 		$38.2K Sell
107
-8
-7% -$2.74K 0.02% 436
2026
Q1 		$37.3K Sell
115
-9
-7% -$2.96K 0.02% 439
2025
Q4 		$42.1K Buy
124
+9
+8% +$2.97K 0.03% 415
2025
Q3 		$40.3K Buy
115
+1
+0.9% +$338 0.03% 416
2025
Q2 		$39K Buy
+114
New +$39.3K 0.03% 411

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

OneFund LLC's EG Position: Q2 2026 in Review

OneFund LLC reduced its Everest Group (EG) stake by 7% in Q2 2026, selling an estimated $2.74K and leaving 107 shares worth $38.2K. The position accounts for 0.02% of the portfolio, ranked #436.

OneFund LLC first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $42.1K in Q4 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • OneFund LLC held 107 shares of Everest Group worth $38.2K as of Q2 2026.
  • OneFund LLC sold 8 Everest Group shares in Q2 2026, an estimated $2.74K.
  • Everest Group made up 0.02% of OneFund LLC's portfolio in Q2 2026, its #436 holding.
  • OneFund LLC first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • OneFund LLC's Everest Group position peaked at $42.1K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on OneFund LLC's 13F filing for Q2 2026, filed 24 Aug 2026.