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Summit Wealth Group (Colorado)’s Everest Group EG Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-15,074
Closed -$7.04M – 366
2025
Q3 		$7.04M Buy
+15,074
New +$5.09M 0.74% 25

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Summit Wealth Group (Colorado)'s EG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Everest Group (EG) in Q4 2025, closing a stake of 15,074 shares — an estimated $7.04M sold.

Summit Wealth Group (Colorado) first reported a position in EG in Q3 2025 and held it in 1 quarter. The position peaked at $7.04M in Q3 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 15,074 Everest Group shares in Q4 2025, an estimated $7.04M.
  • Summit Wealth Group (Colorado) first reported a position in Everest Group in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Everest Group position peaked at $7.04M in Q3 2025.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.