Red Door Wealth Management’s Everest Group EG Stock Holding History

Red Door 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
2026 Q2	$251K	Sell	703 -4	-0.6%	-$1.37K	0.02%	283
2026 Q1	$231K	Buy	707 +27	+4%	+$8.89K	0.02%	268
2025 Q4	$231K	Buy	680 +8	+1%	+$2.64K	0.02%	266
2025 Q3	$235K	Buy	672 +1	+0.1%	+$338	0.03%	258
2025 Q2	$228K	Buy	671 +1	+0.1%	+$345	0.03%	242
2025 Q1	$243K	Hold	670	–	–	0.04%	202
2024 Q4	$243K	Buy	670 +1	+0.1%	+$375	0.04%	200
2024 Q3	$262K	Hold	669	–	–	0.04%	183
2024 Q2	$255K	Hold	669	–	–	0.04%	170
2024 Q1	$266K	Hold	669	–	–	0.05%	165
2023 Q4	$237K	Hold	669	–	–	0.05%	174
2023 Q3	$249K	Buy	+669	New	+$243K	0.06%	155

Other funds holding EG

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Red Door Wealth Management's EG Position: Q2 2026 in Review

Red Door Wealth Management reduced its Everest Group (EG) stake by 0.57% in Q2 2026, selling an estimated $1.37K and leaving 703 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #283.

Red Door Wealth Management first reported a position in EG in Q3 2023 and has held it in 12 quarters since. The position peaked at $266K in Q1 2024. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Red Door Wealth Management held 703 shares of Everest Group worth $251K as of Q2 2026.
Red Door Wealth Management sold 4 Everest Group shares in Q2 2026, an estimated $1.37K.
Everest Group made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #283 holding.
Red Door Wealth Management first reported a position in Everest Group in Q3 2023 and has held it in 12 quarters since.
Red Door Wealth Management's Everest Group position peaked at $266K in Q1 2024.
233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.