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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
Q2 		$54.7K Buy
153
+105
+219% +$36K 0.02% 224
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
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

WealthCollab's EG Position: Q2 2026 in Review

WealthCollab increased its Everest Group (EG) stake by 219% in Q2 2026, buying an estimated $36K and bringing the position to 153 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #224.

WealthCollab first reported a position in EG in Q4 2023 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • WealthCollab held 153 shares of Everest Group worth $54.7K as of Q2 2026.
  • WealthCollab bought 105 Everest Group shares in Q2 2026, an estimated $36K.
  • Everest Group made up 0.02% of WealthCollab's portfolio in Q2 2026, its #224 holding.
  • WealthCollab first reported a position in Everest Group in Q4 2023 and has held it in 10 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.