Wealth Enhancement Advisory Services
EG icon

Wealth Enhancement Advisory Services’s Everest Group EG Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.58M Buy
17,406
+2,923
+20% +$1M 0.01% 946
2026
Q1 		$3.99M Buy
14,483
+2,102
+17% +$692K 0.01% 1014
2025
Q4 		$4.08M Sell
12,381
-8,695
-41% -$2.87M 0.01% 1118
2025
Q3 		$7.69M Buy
21,076
+12,343
+141% +$4.17M 0.01% 755
2025
Q2 		$2.95M Buy
8,733
+4,178
+92% +$1.44M ﹤0.01% 1158
2025
Q1 		$1.66M Sell
4,555
-125
-3% -$44.2K ﹤0.01% 1348
2024
Q4 		$1.7M Buy
4,680
+517
+12% +$194K ﹤0.01% 1258
2024
Q3 		$1.63M Buy
4,163
+1,877
+82% +$715K ﹤0.01% 1155
2024
Q2 		$871K Sell
2,286
-2,486
-52% -$940K ﹤0.01% 1345
2024
Q1 		$1.9M Buy
4,772
+2,964
+164% +$1.11M ﹤0.01% 963
2023
Q4 		$639K Buy
1,808
+7
+0.4% +$2.71K ﹤0.01% 1369
2023
Q3 		$669K Buy
+1,801
New +$654K ﹤0.01% 1273
2022
Q3 		– Sell
-19,823
Closed -$5.57M – 340
2022
Q2 		$5.57M Buy
+19,823
New +$5.6M 0.08% 120
2020
Q2 		– Sell
-4,684
Closed -$841K – 223
2020
Q1 		$841K Buy
+4,684
New +$1.2M 0.03% 171
2019
Q2 		– Sell
-9,188
Closed -$2.11M – 220
2019
Q1 		$2.11M Buy
+9,188
New +$2M 0.12% 79
2018
Q1 		– Sell
-3,436
Closed -$770K – 154
2017
Q4 		$770K Buy
3,436
+335
+11% +$75.5K 0.05% 121
2017
Q3 		$698K Buy
+3,101
New +$782K 0.06% 135

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's EG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Everest Group (EG) stake by 20% in Q2 2026, buying an estimated $1M and bringing the position to 17,406 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #946.

Wealth Enhancement Advisory Services first reported a position in EG in Q3 2017 and has held it in 17 quarters since. The position peaked at $7.69M in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,406 shares of Everest Group worth $5.58M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,923 Everest Group shares in Q2 2026, an estimated $1M.
  • Everest Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #946 holding.
  • Wealth Enhancement Advisory Services first reported a position in Everest Group in Q3 2017 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Everest Group position peaked at $7.69M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.