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Sculati Wealth Management’s Everest Group EG Stock Holding History

Sculati 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
Q1 		$1M Buy
3,073
+84
+3% +$27.6K 0.37% 66
2025
Q4 		$1.01M Sell
2,989
-201
-6% -$66.4K 0.36% 68
2025
Q3 		$1.12M Buy
3,190
+475
+17% +$160K 0.39% 67
2025
Q2 		$923K Buy
2,715
+840
+45% +$290K 0.35% 74
2025
Q1 		$681K Buy
1,875
+732
+64% +$259K 0.28% 69
2024
Q4 		$414K Buy
1,143
+368
+47% +$138K 0.16% 81
2024
Q3 		$304K Buy
+775
New +$295K 0.12% 92

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sculati Wealth Management's EG Position: Q1 2026 in Review

Sculati Wealth Management increased its Everest Group (EG) stake by 2.8% in Q1 2026, buying an estimated $27.6K and bringing the position to 3,073 shares worth $1M. The position accounts for 0.37% of the portfolio, ranked #66.

Sculati Wealth Management first reported a position in EG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Sculati Wealth Management held 3,073 shares of Everest Group worth $1M as of Q1 2026.
  • Sculati Wealth Management bought 84 Everest Group shares in Q1 2026, an estimated $27.6K.
  • Everest Group made up 0.37% of Sculati Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Sculati Wealth Management first reported a position in Everest Group in Q3 2024 and has held it in 7 quarters since.
  • Sculati Wealth Management's Everest Group position peaked at $1.12M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.