Quaker Wealth Management’s Everest Group EG Stock Holding History

Quaker Wealth 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 Q2	–	Sell	-1	Closed	-$364	–	1118
2025 Q1	$364	Buy	+1	New	+$353	﹤0.01%	707

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Quaker Wealth Management's EG Position: Q4 2025 in Review

Quaker Wealth Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 1 share — an estimated $351 sold.

Quaker Wealth Management first reported a position in EG in Q2 2025 and held it in 2 quarters. The position peaked at $680 in Q2 2025. 684 funds tracked by Wall St. Rank hold EG as of Q4 2025.

Quaker Wealth Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
Quaker Wealth Management sold 1 Everest Group share in Q4 2025, an estimated $351.
Quaker Wealth Management first reported a position in Everest Group in Q2 2025 and held it in 2 quarters.
Quaker Wealth Management's Everest Group position peaked at $680 in Q2 2025.
684 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Quaker Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.