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&Partners’s Everest Group EG Stock Holding History

&Partners’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 		$680K Sell
1,904
-20
-1% -$6.85K ﹤0.01% 1656
2026
Q1 		$629K Buy
1,924
+133
+7% +$43.8K ﹤0.01% 1568
2025
Q4 		$600K Sell
1,791
-531
-23% -$175K ﹤0.01% 1506
2025
Q3 		$812K Buy
2,322
+51
+2% +$17.2K 0.01% 1183
2025
Q2 		$773K Buy
+2,271
New +$783K 0.01% 1116

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

&Partners's EG Position: Q2 2026 in Review

&Partners reduced its Everest Group (EG) stake by 1% in Q2 2026, selling an estimated $6.85K and leaving 1,904 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

&Partners first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $812K in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • &Partners held 1,904 shares of Everest Group worth $680K as of Q2 2026.
  • &Partners sold 20 Everest Group shares in Q2 2026, an estimated $6.85K.
  • Everest Group made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1656 holding.
  • &Partners first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • &Partners's Everest Group position peaked at $812K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.