PWM
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Parkworth Wealth Management’s Everest Group EG Stock Holding History

Parkworth 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
2025
Q2 		$340 Hold
1
– – ﹤0.01% 752
2025
Q1 		$363 Hold
1
– – ﹤0.01% 521
2024
Q4 		$362 Buy
+1
New +$375 ﹤0.01% 535

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Parkworth Wealth Management's EG Position: Q2 2025 in Review

Parkworth Wealth Management held its Everest Group (EG) position steady in Q2 2025 at 1 share worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Parkworth Wealth Management first reported a position in EG in Q4 2024 and has held it in 3 quarters since. The position peaked at $363 in Q1 2025. 672 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Everest Group worth $340 as of Q2 2025.
  • Parkworth Wealth Management left its Everest Group share count unchanged in Q2 2025.
  • Everest Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #752 holding.
  • Parkworth Wealth Management first reported a position in Everest Group in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Everest Group position peaked at $363 in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.