VT
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Vise Technologies’s Everest Group EG Stock Holding History

Vise Technologies’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 		$281K Hold
829
– – 0.01% 1180
2025
Q4 		$281K Buy
829
+129
+18% +$42.6K 0.01% 1188
2025
Q3 		$245K Buy
700
+98
+16% +$33.1K 0.01% 1005
2025
Q2 		$205K Buy
+602
New +$208K 0.01% 988

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

Vise Technologies's EG Position: Q1 2026 in Review

Vise Technologies held its Everest Group (EG) position steady in Q1 2026 at 829 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1180.

Vise Technologies first reported a position in EG in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Vise Technologies held 829 shares of Everest Group worth $281K as of Q1 2026.
  • Vise Technologies left its Everest Group share count unchanged in Q1 2026.
  • Everest Group made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1180 holding.
  • Vise Technologies first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.