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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
Q2 		$1.28M Buy
3,353
+280
+9% +$95.9K 0.43% 59
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 $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

Sculati Wealth Management's EG Position: Q2 2026 in Review

Sculati Wealth Management increased its Everest Group (EG) stake by 9.1% in Q2 2026, buying an estimated $95.9K and bringing the position to 3,353 shares worth $1.28M. The position accounts for 0.43% of the portfolio, ranked #59.

Sculati Wealth Management first reported a position in EG in Q3 2024 and has held it in 8 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Sculati Wealth Management held 3,353 shares of Everest Group worth $1.28M as of Q2 2026.
  • Sculati Wealth Management bought 280 Everest Group shares in Q2 2026, an estimated $95.9K.
  • Everest Group made up 0.43% of Sculati Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Sculati Wealth Management first reported a position in Everest Group in Q3 2024 and has held it in 8 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.