VAS
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Vestmark Advisory Solutions’s Everest Group EG Stock Holding History

Vestmark Advisory Solutions’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 		– Sell
-904
Closed -$307K – 1350
2025
Q4 		$307K Sell
904
-1,132
-56% -$374K ﹤0.01% 1099
2025
Q3 		$713K Buy
+2,036
New +$687K 0.01% 616
2023
Q4 		– Sell
-557
Closed -$207K – 515
2023
Q3 		$207K Buy
+557
New +$202K 0.02% 394
2023
Q1 		– Sell
-1,611
Closed -$534K – 870
2022
Q4 		$534K Buy
1,611
+15
+0.9% +$4.67K 0.03% 547
2022
Q3 		$419K Sell
1,596
-48
-3% -$13K 0.02% 568
2022
Q2 		$461K Buy
1,644
+59
+4% +$16.7K 0.03% 558
2022
Q1 		$478K Sell
1,585
-564
-26% -$162K 0.03% 547
2021
Q4 		$589K Buy
2,149
+49
+2% +$13.2K 0.03% 493
2021
Q3 		$527K Sell
2,100
-121
-5% -$31K 0.04% 477
2021
Q2 		$560K Sell
2,221
-92
-4% -$23.9K 0.04% 446
2021
Q1 		$573K Buy
2,313
+1,264
+120% +$301K 0.05% 405
2020
Q4 		$246K Sell
1,049
-307
-23% -$67.8K 0.03% 527
2020
Q3 		$268K Buy
1,356
+151
+13% +$32.3K 0.04% 458
2020
Q2 		$248K Buy
+1,205
New +$235K 0.04% 461

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vestmark Advisory Solutions's EG Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of Everest Group (EG) in Q1 2026, closing a stake of 904 shares — an estimated $307K sold.

Vestmark Advisory Solutions first reported a position in EG in Q2 2020 and held it in 14 quarters. The position peaked at $713K in Q3 2025. 669 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Vestmark Advisory Solutions reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 904 Everest Group shares in Q1 2026, an estimated $307K.
  • Vestmark Advisory Solutions first reported a position in Everest Group in Q2 2020 and held it in 14 quarters.
  • Vestmark Advisory Solutions's Everest Group position peaked at $713K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.