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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
Q2 		$555K Buy
1,552
+723
+87% +$248K 0.01% 1095
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 $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 $3.38T AUM 44.17% 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

Vise Technologies's EG Position: Q2 2026 in Review

Vise Technologies increased its Everest Group (EG) stake by 87% in Q2 2026, buying an estimated $248K and bringing the position to 1,552 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #1095.

Vise Technologies first reported a position in EG in Q2 2025 and has held it in 5 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Vise Technologies held 1,552 shares of Everest Group worth $555K as of Q2 2026.
  • Vise Technologies bought 723 Everest Group shares in Q2 2026, an estimated $248K.
  • Everest Group made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1095 holding.
  • Vise Technologies first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.