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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
Q2 		$357 Sell
1
-8
-89% -$2.74K ﹤0.01% 1804
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Everest Group (EG) stake by 89% in Q2 2026, selling an estimated $2.74K and leaving 1 share worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

SHP Wealth Management first reported a position in EG in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.54K in Q4 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • SHP Wealth Management held 1 share of Everest Group worth $357 as of Q2 2026.
  • SHP Wealth Management sold 8 Everest Group shares in Q2 2026, an estimated $2.74K.
  • Everest Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1804 holding.
  • SHP Wealth Management first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Everest Group position peaked at $5.54K in Q4 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.