SWM
EG icon

SHP Wealth Management’s Everest Group EG Stock Holding History

SHP 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 		$3.05K Sell
9
-7
-44% -$2.3K ﹤0.01% 1183
2025
Q4 		$5.54K Buy
+16
New +$5.28K ﹤0.01% 964

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

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

SHP Wealth Management reduced its Everest Group (EG) stake by 44% in Q1 2026, selling an estimated $2.3K and leaving 9 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

SHP Wealth Management first reported a position in EG in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.54K in Q4 2025. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • SHP Wealth Management held 9 shares of Everest Group worth $3.05K as of Q1 2026.
  • SHP Wealth Management sold 7 Everest Group shares in Q1 2026, an estimated $2.3K.
  • Everest Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1183 holding.
  • SHP Wealth Management first reported a position in Everest Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Everest Group position peaked at $5.54K in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.