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Waddell & Associates’s Everest Group EG Stock Holding History

Waddell & Associates’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
2025
Q4 		– Sell
-1,673
Closed -$586K – 390
2025
Q3 		$586K Buy
1,673
+930
+125% +$314K 0.05% 123
2025
Q2 		$253K Buy
+743
New +$256K 0.03% 194

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Waddell & Associates's EG Position: Q4 2025 in Review

Waddell & Associates sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,673 shares — an estimated $586K sold.

Waddell & Associates first reported a position in EG in Q2 2025 and held it in 2 quarters. The position peaked at $586K in Q3 2025. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Waddell & Associates reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Waddell & Associates sold 1,673 Everest Group shares in Q4 2025, an estimated $586K.
  • Waddell & Associates first reported a position in Everest Group in Q2 2025 and held it in 2 quarters.
  • Waddell & Associates's Everest Group position peaked at $586K in Q3 2025.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Waddell & Associates's 13F filing for Q4 2025, filed 11 Feb 2026.