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Sacks & Associates’s Everest Group EG Stock Holding History

Sacks & Associates’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 		$822K Sell
2,198
-68
-3% -$23.3K 0.55% 43
2026
Q1 		$741K Hold
2,266
– – 0.55% 41
2025
Q4 		$769K Buy
+2,266
New +$748K 0.56% 41

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

Sacks & Associates's EG Position: Q2 2026 in Review

Sacks & Associates reduced its Everest Group (EG) stake by 3% in Q2 2026, selling an estimated $23.3K and leaving 2,198 shares worth $822K. The position accounts for 0.55% of the portfolio, ranked #43.

Sacks & Associates first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sacks & Associates held 2,198 shares of Everest Group worth $822K as of Q2 2026.
  • Sacks & Associates sold 68 Everest Group shares in Q2 2026, an estimated $23.3K.
  • Everest Group made up 0.55% of Sacks & Associates's portfolio in Q2 2026, its #43 holding.
  • Sacks & Associates first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.