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Waypoint Wealth Counsel’s Everest Group EG Stock Holding History

Waypoint Wealth Counsel’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
-1,116
Closed -$379K – 253
2025
Q4 		$379K Sell
1,116
-399
-26% -$132K 0.14% 143
2025
Q3 		$531K Buy
+1,515
New +$512K 0.21% 88

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

Waypoint Wealth Counsel's EG Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,116 shares — an estimated $379K sold.

Waypoint Wealth Counsel first reported a position in EG in Q3 2025 and held it in 2 quarters. The position peaked at $531K in Q3 2025. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,116 Everest Group shares in Q1 2026, an estimated $379K.
  • Waypoint Wealth Counsel first reported a position in Everest Group in Q3 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Everest Group position peaked at $531K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.