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

Private Wealth Management Group’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	$3.22K	Hold	9	–	–	﹤0.01%	1004
2026 Q1	$2.94K	Hold	9	–	–	﹤0.01%	955
2025 Q4	$3.06K	Sell	9 -16	-64%	-$5.28K	﹤0.01%	941
2025 Q3	$8.76K	Buy	25 +16	+178%	+$5.4K	﹤0.01%	560
2025 Q2	$3.06K	Sell	9 -14	-61%	-$4.83K	﹤0.01%	949
2025 Q1	$8.36K	Sell	23 -4	-15%	-$1.41K	﹤0.01%	531
2024 Q4	$9.79K	Sell	27 -5	-16%	-$1.87K	﹤0.01%	479
2024 Q3	$12.5K	Sell	32 -1	-3%	-$381	0.01%	390
2024 Q2	$12.6K	Buy	33 +24	+267%	+$9.07K	0.01%	387
2024 Q1	$3.58K	Sell	9 -5	-36%	-$1.88K	﹤0.01%	744
2023 Q4	$4.95K	Buy	+14	New	+$5.42K	﹤0.01%	632

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Private Wealth Management Group's EG Position: Q2 2026 in Review

Private Wealth Management Group held its Everest Group (EG) position steady in Q2 2026 at 9 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Private Wealth Management Group first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6K in Q2 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Private Wealth Management Group held 9 shares of Everest Group worth $3.22K as of Q2 2026.
Private Wealth Management Group left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1004 holding.
Private Wealth Management Group first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Everest Group position peaked at $12.6K in Q2 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.