TopTier Wealth Management’s Everest Group EG Stock Holding History

TopTier 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	–	Sell	-160	Closed	-$52.3K	–	298
2026 Q1	$52.3K	Buy	+160	New	+$52.7K	0.03%	217

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

TopTier Wealth Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 160 shares — an estimated $52.3K sold.

TopTier Wealth Management first reported a position in EG in Q1 2026 and held it in 1 quarter. The position peaked at $52.3K in Q1 2026. 687 funds tracked by Wall St. Rank hold EG as of Q2 2026.

TopTier Wealth Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 160 Everest Group shares in Q2 2026, an estimated $52.3K.
TopTier Wealth Management first reported a position in Everest Group in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Everest Group position peaked at $52.3K in Q1 2026.
687 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.