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Westside Investment Management’s Everest Group EG Stock Holding History

Westside Investment Management’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
-3
Closed -$981 – 1461
2026
Q1 		$981 Hold
3
– – ﹤0.01% 1390
2025
Q4 		$1.02K Buy
+3
New +$991 ﹤0.01% 1383

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

Westside Investment Management's EG Position: Q2 2026 in Review

Westside Investment Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 3 shares — an estimated $981 sold.

Westside Investment Management first reported a position in EG in Q4 2025 and held it in 2 quarters. The position peaked at $1.02K in Q4 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Westside Investment Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 3 Everest Group shares in Q2 2026, an estimated $981.
  • Westside Investment Management first reported a position in Everest Group in Q4 2025 and held it in 2 quarters.
  • Westside Investment Management's Everest Group position peaked at $1.02K in Q4 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.