True Wealth Design’s Everest Group EG Stock Holding History

True Wealth Design’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	$66.8K	Buy	187 +79	+73%	+$27.1K	0.02%	381
2026 Q1	$35.3K	Sell	108 -48	-31%	-$15.8K	0.01%	506
2025 Q4	$52.9K	Sell	156 -85	-35%	-$28.1K	0.02%	317
2025 Q3	$84.4K	Buy	241 +224	+1,318%	+$75.6K	0.03%	200
2025 Q2	$5.78K	Buy	17 +8	+89%	+$2.76K	﹤0.01%	752
2025 Q1	$3.27K	Buy	+9	New	+$3.18K	﹤0.01%	824
2024 Q4	–	Sell	-9	Closed	-$3.53K	–	1409
2024 Q3	$3.53K	Sell	9 -2,294	-100%	-$874K	﹤0.01%	654
2024 Q2	$877K	Buy	2,303 +7	+0.3%	+$2.65K	0.22%	57
2024 Q1	$913K	Buy	+2,296	New	+$861K	0.23%	52

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

True Wealth Design's EG Position: Q2 2026 in Review

True Wealth Design increased its Everest Group (EG) stake by 73% in Q2 2026, buying an estimated $27.1K and bringing the position to 187 shares worth $66.8K. The position accounts for 0.02% of the portfolio, ranked #381.

True Wealth Design first reported a position in EG in Q1 2024 and has held it in 9 quarters since. The position peaked at $913K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

True Wealth Design held 187 shares of Everest Group worth $66.8K as of Q2 2026.
True Wealth Design bought 79 Everest Group shares in Q2 2026, an estimated $27.1K.
Everest Group made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #381 holding.
True Wealth Design first reported a position in Everest Group in Q1 2024 and has held it in 9 quarters since.
True Wealth Design's Everest Group position peaked at $913K in Q1 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.