WA
EG icon

Westfuller Advisors’s Everest Group EG Stock Holding History

Westfuller 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
2026
Q2 		– Sell
-1
Closed -$342 – 764
2026
Q1 		$329 Hold
1
– – ﹤0.01% 723
2025
Q4 		$341 Buy
+1
New +$330 ﹤0.01% 742

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

Westfuller Advisors's EG Position: Q2 2026 in Review

Westfuller Advisors sold out of Everest Group (EG) in Q2 2026, closing a stake of 1 share — an estimated $342 sold.

Westfuller Advisors first reported a position in EG in Q4 2025 and held it in 2 quarters. The position peaked at $341 in Q4 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Westfuller Advisors reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Westfuller Advisors sold 1 Everest Group share in Q2 2026, an estimated $342.
  • Westfuller Advisors first reported a position in Everest Group in Q4 2025 and held it in 2 quarters.
  • Westfuller Advisors's Everest Group position peaked at $341 in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.