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Oppenheimer & Co’s Everest Group EG Stock Holding History

Oppenheimer & Co’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 		$986K Buy
3,016
+583
+24% +$192K 0.01% 867
2025
Q4 		$826K Sell
2,433
-11,559
-83% -$3.82M 0.01% 880
2025
Q3 		$4.9M Sell
13,992
-70
-0.5% -$23.6K 0.06% 349
2025
Q2 		$4.78M Sell
14,062
-85
-0.6% -$29.3K 0.06% 326
2025
Q1 		$5.14M Sell
14,147
-2,924
-17% -$1.03M 0.08% 280
2024
Q4 		$6.19M Buy
17,071
+10,814
+173% +$4.05M 0.09% 234
2024
Q3 		$2.45M Buy
6,257
+76
+1% +$29K 0.04% 487
2024
Q2 		$2.36M Sell
6,181
-175
-3% -$66.2K 0.04% 480
2024
Q1 		$2.53M Buy
6,356
+1,894
+42% +$710K 0.04% 445
2023
Q4 		$1.58M Buy
4,462
+1,194
+37% +$462K 0.03% 568
2023
Q3 		$1.21M Sell
3,268
-70
-2% -$25.4K 0.03% 610
2023
Q2 		$1.14M Hold
3,338
– – 0.02% 658
2023
Q1 		$1.2M Sell
3,338
-2,916
-47% -$1.05M 0.03% 626
2022
Q4 		$2.07M Sell
6,254
-17
-0.3% -$5.3K 0.05% 433
2022
Q3 		$1.65M Buy
6,271
+76
+1% +$20.6K 0.04% 489
2022
Q2 		$1.74M Buy
6,195
+188
+3% +$53.1K 0.04% 507
2022
Q1 		$1.81M Buy
6,007
+2,028
+51% +$583K 0.03% 517
2021
Q4 		$1.09M Buy
3,979
+395
+11% +$107K 0.02% 742
2021
Q3 		$899K Buy
3,584
+246
+7% +$63.1K 0.02% 781
2021
Q2 		$842K Sell
3,338
-4,100
-55% -$1.07M 0.02% 819
2021
Q1 		$1.84M Sell
7,438
-2,200
-23% -$524K 0.04% 493
2020
Q4 		$2.26M Buy
9,638
+880
+10% +$194K 0.05% 415
2020
Q3 		$1.73M Sell
8,758
-400
-4% -$85.6K 0.04% 422
2020
Q2 		$1.89M Sell
9,158
-580
-6% -$113K 0.05% 397
2020
Q1 		$1.87M Buy
9,738
+400
+4% +$102K 0.06% 349
2019
Q4 		$2.58M Hold
9,338
– – 0.06% 341
2019
Q3 		$2.48M Hold
9,338
– – 0.07% 340
2019
Q2 		$2.31M Sell
9,338
-5,912
-39% -$1.42M 0.06% 350
2019
Q1 		$3.29M Buy
15,250
+3,175
+26% +$691K 0.09% 263
2018
Q4 		$2.63M Sell
12,075
-350
-3% -$76.2K 0.08% 274
2018
Q3 		$2.84M Buy
12,425
+3,000
+32% +$671K 0.07% 305
2018
Q2 		$2.17M Sell
9,425
-600
-6% -$141K 0.06% 369
2018
Q1 		$2.58M Sell
10,025
-5
-0% -$1.2K 0.07% 336
2017
Q4 		$2.22M Sell
10,030
-305
-3% -$68.8K 0.06% 360
2017
Q3 		$2.36M Buy
10,335
+2,000
+24% +$504K 0.06% 344
2017
Q2 		$2.12M Buy
8,335
+2,400
+40% +$592K 0.06% 374
2017
Q1 		$1.39M Sell
5,935
-4,661
-44% -$1.06M 0.04% 478
2016
Q4 		$2.29M Buy
10,596
+561
+6% +$116K 0.07% 339
2016
Q3 		$1.91M Hold
10,035
– – 0.06% 384
2016
Q2 		$1.83M Sell
10,035
-23
-0.2% -$4.23K 0.05% 388
2016
Q1 		$1.99M Sell
10,058
-262
-3% -$48.4K 0.06% 357
2015
Q4 		$1.89M Hold
10,320
– – 0.06% 368
2015
Q3 		$1.79M Buy
10,320
+85
+0.8% +$15.4K 0.05% 400
2015
Q2 		$1.86M Sell
10,235
-900
-8% -$164K 0.05% 421
2015
Q1 		$1.94M Sell
11,135
-300
-3% -$52.7K 0.05% 409
2014
Q4 		$1.95M Sell
11,435
-273
-2% -$46.1K 0.06% 394
2014
Q3 		$1.9M Sell
11,708
-6,923
-37% -$1.12M 0.06% 391
2014
Q2 		$2.99M Sell
18,631
-954
-5% -$151K 0.09% 262
2014
Q1 		$3M Hold
19,585
– – 0.09% 272
2013
Q4 		$3.05M Hold
19,585
– – 0.1% 251
2013
Q3 		$2.85M Sell
19,585
-20
-0.1% -$2.71K 0.1% 252
2013
Q2 		$2.51M Buy
+19,605
New +$2.54M 0.1% 257

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oppenheimer & Co's EG Position: Q1 2026 in Review

Oppenheimer & Co increased its Everest Group (EG) stake by 24% in Q1 2026, buying an estimated $192K and bringing the position to 3,016 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #867.

Oppenheimer & Co first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.19M in Q4 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Oppenheimer & Co held 3,016 shares of Everest Group worth $986K as of Q1 2026.
  • Oppenheimer & Co bought 583 Everest Group shares in Q1 2026, an estimated $192K.
  • Everest Group made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #867 holding.
  • Oppenheimer & Co first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's Everest Group position peaked at $6.19M in Q4 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.