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Wealthstar Advisors’s Everest Group EG Stock Holding History

Wealthstar Advisors’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
2025
Q3 		– Sell
-1,458
Closed -$496K – 140
2025
Q2 		$496K Buy
1,458
+226
+18% +$78K 0.19% 98
2025
Q1 		$448K Buy
1,232
+260
+27% +$91.9K 0.2% 98
2024
Q4 		$352K Buy
+972
New +$364K 0.15% 107
2024
Q2 		– Sell
-913
Closed -$363K – 56
2024
Q1 		$363K Buy
913
+82
+10% +$30.7K 0.13% 99
2023
Q4 		$294K Sell
831
-336
-29% -$130K 0.05% 107
2023
Q3 		$434K Buy
+1,167
New +$424K 0.17% 65

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthstar Advisors's EG Position: Q3 2025 in Review

Wealthstar Advisors sold out of Everest Group (EG) in Q3 2025, closing a stake of 1,458 shares — an estimated $496K sold.

Wealthstar Advisors first reported a position in EG in Q3 2023 and held it in 6 quarters. The position peaked at $496K in Q2 2025. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Wealthstar Advisors reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Wealthstar Advisors sold 1,458 Everest Group shares in Q3 2025, an estimated $496K.
  • Wealthstar Advisors first reported a position in Everest Group in Q3 2023 and held it in 6 quarters.
  • Wealthstar Advisors's Everest Group position peaked at $496K in Q2 2025.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Wealthstar Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.