Physician Wealth Advisors’s Everest Group EG Stock Holding History

Physician Wealth Advisors’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	$5.36K	Sell	15 -9	-38%	-$3.08K	﹤0.01%	1060
2026 Q1	$7.84K	Buy	24 +13	+118%	+$4.28K	﹤0.01%	870
2025 Q4	$3.73K	Buy	11 +5	+83%	+$1.65K	﹤0.01%	1074
2025 Q3	$2.1K	Buy	6 +4	+200%	+$1.35K	﹤0.01%	1200
2025 Q2	$680	Buy	+2	New	+$690	﹤0.01%	1617

Other funds holding EG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GAI

General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's EG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Everest Group (EG) stake by 38% in Q2 2026, selling an estimated $3.08K and leaving 15 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Physician Wealth Advisors first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.84K in Q1 2026. 249 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Physician Wealth Advisors held 15 shares of Everest Group worth $5.36K as of Q2 2026.
Physician Wealth Advisors sold 9 Everest Group shares in Q2 2026, an estimated $3.08K.
Everest Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1060 holding.
Physician Wealth Advisors first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Everest Group position peaked at $7.84K in Q1 2026.
249 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.