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Tidal Investments’s Everest Group EG Stock Holding History

Tidal Investments’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 		$2M Buy
6,104
+5,364
+725% +$1.77M ﹤0.01% 1146
2025
Q4 		$251K Sell
740
-409
-36% -$135K ﹤0.01% 1919
2025
Q3 		$402K Sell
1,149
-587
-34% -$198K ﹤0.01% 1685
2025
Q2 		$590K Sell
1,736
-69
-4% -$23.8K ﹤0.01% 1299
2025
Q1 		$656K Sell
1,805
-1,568
-46% -$554K 0.01% 1178
2024
Q4 		$1.22M Buy
3,373
+148
+5% +$55.4K 0.01% 906
2024
Q3 		$1.26M Sell
3,225
-1,333
-29% -$508K 0.01% 879
2024
Q2 		$1.74M Buy
4,558
+567
+14% +$214K 0.02% 621
2024
Q1 		$1.58M Buy
3,991
+342
+9% +$128K 0.03% 644
2023
Q4 		$1.29M Buy
3,649
+3,044
+503% +$1.18M 0.03% 534
2023
Q3 		$225K Sell
605
-1,317
-69% -$478K 0.01% 1173
2023
Q2 		$657K Sell
1,922
-555
-22% -$200K 0.02% 694
2023
Q1 		$887K Buy
+2,477
New +$890K 0.03% 537
2022
Q4 		– Sell
-2,397
Closed -$629K – 1134
2022
Q3 		$629K Buy
2,397
+36
+2% +$9.74K 0.03% 494
2022
Q2 		$662K Buy
2,361
+109
+5% +$30.8K 0.02% 503
2022
Q1 		$679K Buy
2,252
+246
+12% +$70.7K 0.02% 556
2021
Q4 		$549K Buy
2,006
+200
+11% +$54.1K 0.02% 570
2021
Q3 		$453K Buy
1,806
+304
+20% +$78K 0.02% 537
2021
Q2 		$379K Buy
1,502
+243
+19% +$63.2K 0.01% 502
2021
Q1 		$312K Buy
1,259
+367
+41% +$87.4K 0.01% 412
2020
Q4 		$209K Buy
+892
New +$197K 0.01% 394
2020
Q3 		– Sell
-1,133
Closed -$234K – 267
2020
Q2 		$234K Buy
+1,133
New +$221K 0.03% 261

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Tidal Investments's EG Position: Q1 2026 in Review

Tidal Investments increased its Everest Group (EG) stake by 725% in Q1 2026, buying an estimated $1.77M and bringing the position to 6,104 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Tidal Investments first reported a position in EG in Q2 2020 and has held it in 22 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Tidal Investments held 6,104 shares of Everest Group worth $2M as of Q1 2026.
  • Tidal Investments bought 5,364 Everest Group shares in Q1 2026, an estimated $1.77M.
  • Everest Group made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1146 holding.
  • Tidal Investments first reported a position in Everest Group in Q2 2020 and has held it in 22 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.