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Spire Wealth Management’s Everest Group EG Stock Holding History

Spire 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 		$3.93K Buy
11
+3
+38% +$1.03K ﹤0.01% 1868
2026
Q1 		$2.62K Buy
8
+3
+60% +$987 ﹤0.01% 1986
2025
Q4 		$1.7K Sell
5
-3
-38% -$991 ﹤0.01% 2125
2025
Q3 		$2.8K Sell
8
-2
-20% -$675 ﹤0.01% 2089
2025
Q2 		$3.4K Buy
10
+1
+11% +$345 ﹤0.01% 2051
2025
Q1 		$3.27K Sell
9
-530
-98% -$187K ﹤0.01% 2172
2024
Q4 		$195K Buy
539
+533
+8,883% +$200K 0.01% 825
2024
Q3 		$2.35K Hold
6
– – ﹤0.01% 1970
2024
Q2 		$2.29K Buy
6
+1
+20% +$378 ﹤0.01% 1986
2024
Q1 		$1.99K Buy
5
+3
+150% +$1.13K ﹤0.01% 2100
2023
Q4 		$748 Buy
+2
New +$775 ﹤0.01% 2310
2023
Q1 		– Sell
-88
Closed -$29K – 2505
2022
Q4 		$29K Buy
+88
New +$27.4K ﹤0.01% 1217
2022
Q2 		– Sell
-87
Closed -$26K – 2694
2022
Q1 		$26K Sell
87
-46
-35% -$13.2K ﹤0.01% 1699
2021
Q4 		$36K Buy
+133
New +$35.9K ﹤0.01% 1869
2021
Q2 		– Sell
-102
Closed -$26K – 2680
2021
Q1 		$26K Buy
+102
New +$24.3K ﹤0.01% 2041

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

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

Spire Wealth Management increased its Everest Group (EG) stake by 38% in Q2 2026, buying an estimated $1.03K and bringing the position to 11 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Spire Wealth Management first reported a position in EG in Q1 2021 and has held it in 15 quarters since. The position peaked at $195K in Q4 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Spire Wealth Management held 11 shares of Everest Group worth $3.93K as of Q2 2026.
  • Spire Wealth Management bought 3 Everest Group shares in Q2 2026, an estimated $1.03K.
  • Everest Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1868 holding.
  • Spire Wealth Management first reported a position in Everest Group in Q1 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's Everest Group position peaked at $195K in Q4 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.