WealthCollab’s Everest Group EG Stock Holding History

WealthCollab’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	$15.7K	Buy	+48	New	+$15.8K	0.01%	431
2025 Q4	–	Sell	-55	Closed	-$19.3K	–	1047
2025 Q3	$19.3K	Buy	55 +24	+77%	+$8.1K	0.01%	367
2025 Q2	$10.5K	Buy	31 +17	+121%	+$5.87K	0.01%	481
2025 Q1	$5.09K	Buy	14 +5	+56%	+$1.77K	﹤0.01%	619
2024 Q4	$3.26K	Sell	9 -21	-70%	-$7.87K	﹤0.01%	673
2024 Q3	$11.8K	Buy	30 +2	+7%	+$762	0.01%	420
2024 Q2	$10.7K	Buy	28 +19	+211%	+$7.18K	0.01%	422
2024 Q1	$3.58K	Hold	9	–	–	﹤0.01%	666
2023 Q4	$3.18K	Buy	+9	New	+$3.48K	﹤0.01%	661

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthCollab's EG Position: Q1 2026 in Review

WealthCollab opened a new position in Everest Group (EG) in Q1 2026: 48 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: WealthCollab previously reported a position in EG as recently as Q3 2025.

WealthCollab first reported a position in EG in Q4 2023 and has held it in 9 quarters since. The position peaked at $19.3K in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

WealthCollab held 48 shares of Everest Group worth $15.7K as of Q1 2026.
Everest Group was a new WealthCollab position in Q1 2026.
Everest Group made up 0.01% of WealthCollab's portfolio in Q1 2026, its #431 holding.
WealthCollab first reported a position in Everest Group in Q4 2023 and has held it in 9 quarters since.
WealthCollab's Everest Group position peaked at $19.3K in Q3 2025.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.