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Principia Wealth Advisory’s Everest Group EG Stock Holding History

Principia Wealth Advisory’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 		$357 Hold
1
– – ﹤0.01% 941
2026
Q1 		$327 Hold
1
– – ﹤0.01% 909
2025
Q4 		$339 Sell
1
-2
-67% -$660 ﹤0.01% 875
2025
Q3 		$1.05K Buy
3
+1
+50% +$338 ﹤0.01% 626
2025
Q2 		$680 Buy
2
+1
+100% +$345 ﹤0.01% 670
2025
Q1 		$348 Buy
+1
New +$353 ﹤0.01% 662

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

Principia Wealth Advisory's EG Position: Q2 2026 in Review

Principia Wealth Advisory held its Everest Group (EG) position steady in Q2 2026 at 1 share worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Principia Wealth Advisory first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05K in Q3 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Everest Group worth $357 as of Q2 2026.
  • Principia Wealth Advisory left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #941 holding.
  • Principia Wealth Advisory first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Everest Group position peaked at $1.05K in Q3 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.