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Trail Ridge Investment Advisors’s Everest Group EG Stock Holding History

Trail Ridge Investment Advisors’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
-925
Closed -$302K – 97
2026
Q1 		$302K Sell
925
-420
-31% -$138K 0.13% 88
2025
Q4 		$456K Buy
1,345
+109
+9% +$36K 0.2% 77
2025
Q3 		$433K Buy
1,236
+40
+3% +$13.5K 0.19% 78
2025
Q2 		$402K Buy
1,196
+77
+7% +$26.6K 0.19% 76
2025
Q1 		$407K Sell
1,119
-303
-21% -$107K 0.21% 74
2024
Q4 		$515K Hold
1,422
– – 0.25% 71
2024
Q3 		$548K Sell
1,422
-24
-2% -$9.14K 0.26% 68
2024
Q2 		$551K Buy
1,446
+374
+35% +$141K 0.28% 67
2024
Q1 		$426K Sell
1,072
-64
-6% -$24K 0.24% 73
2023
Q4 		$402K Buy
1,136
+25
+2% +$9.68K 0.25% 78
2023
Q3 		$413K Buy
1,111
+26
+2% +$9.44K 0.28% 74
2023
Q2 		$371K Sell
1,085
-43
-4% -$15.5K 0.23% 86
2023
Q1 		$404K Sell
1,128
-284
-20% -$102K 0.26% 83
2022
Q4 		$468K Sell
1,412
-4
-0.3% -$1.25K 0.32% 77
2022
Q3 		$437K Buy
1,416
+245
+21% +$66.3K 0.29% 85
2022
Q2 		$328K Hold
1,171
– – 0.22% 111
2022
Q1 		$353K Sell
1,171
-34
-3% -$9.77K 0.22% 108
2021
Q4 		$330K Buy
+1,205
New +$326K 0.2% 114

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

Trail Ridge Investment Advisors's EG Position: Q2 2026 in Review

Trail Ridge Investment Advisors sold out of Everest Group (EG) in Q2 2026, closing a stake of 925 shares — an estimated $302K sold.

Trail Ridge Investment Advisors first reported a position in EG in Q4 2021 and held it in 18 quarters. The position peaked at $551K in Q2 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Trail Ridge Investment Advisors reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 925 Everest Group shares in Q2 2026, an estimated $302K.
  • Trail Ridge Investment Advisors first reported a position in Everest Group in Q4 2021 and held it in 18 quarters.
  • Trail Ridge Investment Advisors's Everest Group position peaked at $551K in Q2 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.