Wealthfront Advisers
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Wealthfront Advisers’s Everest Group EG Stock Holding History

Wealthfront Advisers’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 		$353K Buy
987
+152
+18% +$52K ﹤0.01% 952
2026
Q1 		$273K Buy
835
+127
+18% +$41.8K ﹤0.01% 957
2025
Q4 		$240K Sell
708
-758
-52% -$250K ﹤0.01% 977
2025
Q3 		$513K Buy
1,466
+40
+3% +$13.5K ﹤0.01% 816
2025
Q2 		$485K Sell
1,426
-436
-23% -$150K ﹤0.01% 805
2025
Q1 		$677K Sell
1,862
-1,795
-49% -$634K ﹤0.01% 727
2024
Q4 		$1.33M Sell
3,657
-458
-11% -$172K ﹤0.01% 611
2024
Q3 		$1.61M Sell
4,115
-1,345
-25% -$512K 0.01% 544
2024
Q2 		$2.08M Buy
5,460
+1,456
+36% +$550K 0.01% 474
2024
Q1 		$1.59M Sell
4,004
-131
-3% -$49.1K 0.01% 529
2023
Q4 		$1.46M Sell
4,135
-496
-11% -$192K 0.01% 525
2023
Q3 		$1.72M Sell
4,631
-902
-16% -$327K 0.01% 451
2023
Q2 		$1.89M Buy
5,533
+947
+21% +$342K 0.01% 426
2023
Q1 		$1.64M Sell
4,586
-773
-14% -$278K 0.01% 449
2022
Q4 		$1.78M Buy
+5,359
New +$1.67M 0.01% 432
2022
Q3 		– Sell
-879
Closed -$246K – 768
2022
Q2 		$246K Buy
879
+155
+21% +$43.8K ﹤0.01% 724
2022
Q1 		$218K Buy
+724
New +$208K ﹤0.01% 753
2020
Q1 		– Sell
-785
Closed -$217K – 452
2019
Q4 		$217K Buy
+785
New +$207K ﹤0.01% 482

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthfront Advisers's EG Position: Q2 2026 in Review

Wealthfront Advisers increased its Everest Group (EG) stake by 18% in Q2 2026, buying an estimated $52K and bringing the position to 987 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Wealthfront Advisers first reported a position in EG in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.08M in Q2 2024. 456 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Wealthfront Advisers held 987 shares of Everest Group worth $353K as of Q2 2026.
  • Wealthfront Advisers bought 152 Everest Group shares in Q2 2026, an estimated $52K.
  • Everest Group made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #952 holding.
  • Wealthfront Advisers first reported a position in Everest Group in Q4 2019 and has held it in 18 quarters since.
  • Wealthfront Advisers's Everest Group position peaked at $2.08M in Q2 2024.
  • 456 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.