Whipplewood Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
Other funds holding EG
VVP
Whipplewood Advisors's EG Position: Q2 2026 in Review
Whipplewood Advisors reduced its Everest Group (EG) stake by 85% in Q2 2026, selling an estimated $17.1K and leaving 9 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #370.
Whipplewood Advisors first reported a position in EG in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.3K in Q1 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- Whipplewood Advisors held 9 shares of Everest Group worth $3.21K as of Q2 2026.
- Whipplewood Advisors sold 50 Everest Group shares in Q2 2026, an estimated $17.1K.
- Everest Group made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #370 holding.
- Whipplewood Advisors first reported a position in Everest Group in Q4 2024 and has held it in 6 quarters since.
- Whipplewood Advisors's Everest Group position peaked at $24.3K in Q1 2025.
- 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.