WSC
EG icon

Wellington Shields & Co’s Everest Group EG Stock Holding History

Wellington Shields & Co’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 		$393K Hold
1,100
– – 0.09% 180
2026
Q1 		$360K Hold
1,100
– – 0.09% 180
2025
Q4 		$373K Hold
1,100
– – 0.09% 169
2025
Q3 		$385K Hold
1,100
– – 0.1% 165
2025
Q2 		$374K Hold
1,100
– – 0.11% 157
2025
Q1 		$400K Hold
1,100
– – 0.13% 145
2024
Q4 		$399K Hold
1,100
– – 0.12% 143
2024
Q3 		$431K Hold
1,100
– – 0.13% 142
2024
Q2 		$419K Hold
1,100
– – 0.14% 134
2024
Q1 		$437K Hold
1,100
– – 0.15% 133
2023
Q4 		$389K Hold
1,100
– – 0.14% 132
2023
Q3 		$409K Hold
1,100
– – 0.1% 132
2023
Q2 		$376K Hold
1,100
– – 0.09% 140
2023
Q1 		$394K Hold
1,100
– – 0.09% 133
2022
Q4 		$364K Hold
1,100
– – 0.08% 136
2022
Q3 		$289K Hold
1,100
– – 0.13% 147
2022
Q2 		$308K Hold
1,100
– – 0.07% 147
2022
Q1 		$332K Hold
1,100
– – 0.11% 155
2021
Q4 		$301K Hold
1,100
– – 0.06% 170
2021
Q3 		$276K Hold
1,100
– – 0.1% 168
2021
Q2 		$277K Hold
1,100
– – 0.09% 162
2021
Q1 		$273K Buy
+1,100
New +$262K 0.1% 158

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

Wellington Shields & Co's EG Position: Q2 2026 in Review

Wellington Shields & Co held its Everest Group (EG) position steady in Q2 2026 at 1,100 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #180.

Wellington Shields & Co first reported a position in EG in Q1 2021 and has held it in 22 quarters since. The position peaked at $437K in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Wellington Shields & Co held 1,100 shares of Everest Group worth $393K as of Q2 2026.
  • Wellington Shields & Co left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.09% of Wellington Shields & Co's portfolio in Q2 2026, its #180 holding.
  • Wellington Shields & Co first reported a position in Everest Group in Q1 2021 and has held it in 22 quarters since.
  • Wellington Shields & Co's Everest Group position peaked at $437K in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.