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Wealthspire Advisors (New York)’s Everest Group EG Stock Holding History

Wealthspire Advisors (New York)’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
-639
Closed -$217K – 986
2025
Q4 		$217K Buy
639
+624
+4,160% +$206K ﹤0.01% 938
2025
Q3 		$5.25K Buy
+15
New +$5.06K ﹤0.01% 2316
2019
Q1 		– Sell
-15
Closed -$3K – 264
2018
Q4 		$3K Buy
+15
New +$3.27K ﹤0.01% 712

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s EG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Everest Group (EG) in Q1 2026, closing a stake of 639 shares — an estimated $217K sold.

Wealthspire Advisors (New York) first reported a position in EG in Q4 2018 and held it in 3 quarters. The position peaked at $217K in Q4 2025. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 639 Everest Group shares in Q1 2026, an estimated $217K.
  • Wealthspire Advisors (New York) first reported a position in Everest Group in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Everest Group position peaked at $217K in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.