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Smartleaf Asset Management’s Everest Group EG Stock Holding History

Smartleaf Asset 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 		$15.8K Hold
43
– – ﹤0.01% 2141
2026
Q1 		$14.2K Sell
43
-15
-26% -$4.94K ﹤0.01% 2148
2025
Q4 		$19.8K Sell
58
-14
-19% -$4.62K ﹤0.01% 2040
2025
Q3 		$24.9K Buy
72
+29
+67% +$9.79K ﹤0.01% 1724
2025
Q2 		$14.7K Sell
43
-5
-10% -$1.73K ﹤0.01% 1687
2025
Q1 		$17.6K Sell
48
-27
-36% -$9.54K ﹤0.01% 1671
2024
Q4 		$27.2K Buy
75
+16
+27% +$5.99K ﹤0.01% 1484
2024
Q3 		$23.5K Buy
59
+40
+211% +$15.2K ﹤0.01% 1258
2024
Q2 		$7.23K Sell
19
-13
-41% -$4.91K ﹤0.01% 1595
2024
Q1 		$12.7K Buy
32
+16
+100% +$6K ﹤0.01% 953
2023
Q4 		$5.64K Buy
+16
New +$6.2K ﹤0.01% 847

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

Smartleaf Asset Management's EG Position: Q2 2026 in Review

Smartleaf Asset Management held its Everest Group (EG) position steady in Q2 2026 at 43 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Smartleaf Asset Management first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.2K in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Smartleaf Asset Management held 43 shares of Everest Group worth $15.8K as of Q2 2026.
  • Smartleaf Asset Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2141 holding.
  • Smartleaf Asset Management first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Everest Group position peaked at $27.2K in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.