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Private Wealth Asset Management’s Everest Group EG Stock Holding History

Private Wealth Asset 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
Q4 		– Sell
-117
Closed -$41K – 1112
2025
Q3 		$41K Hold
117
– – ﹤0.01% 429
2025
Q2 		$39.8K Hold
117
– – 0.01% 427
2025
Q1 		$42.5K Buy
+117
New +$41.3K 0.01% 412

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Private Wealth Asset Management's EG Position: Q4 2025 in Review

Private Wealth Asset Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 117 shares — an estimated $41K sold.

Private Wealth Asset Management first reported a position in EG in Q1 2025 and held it in 3 quarters. The position peaked at $42.5K in Q1 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Private Wealth Asset Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 117 Everest Group shares in Q4 2025, an estimated $41K.
  • Private Wealth Asset Management first reported a position in Everest Group in Q1 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's Everest Group position peaked at $42.5K in Q1 2025.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.