Allied Investment Advisors’s Everus Construction Group ECG Stock Holding History

Allied Investment Advisors’s Portfolio ECG Stock Details ECG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$939K	Buy	5,656 +49	+0.9%	+$7.18K	0.12%	59
2026 Q1	$662K	Hold	5,607	–	–	0.09%	60
2025 Q4	$480K	Sell	5,607 -150	-3%	-$13.4K	0.07%	66
2025 Q3	$494K	Buy	5,757 +208	+4%	+$15.5K	0.08%	65
2025 Q2	$353K	Hold	5,549	–	–	0.06%	68
2025 Q1	$206K	Hold	5,549	–	–	0.04%	83
2024 Q4	$365K	Buy	+5,549	New	+$349K	0.07%	61

Other funds holding ECG

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allied Investment Advisors's ECG Position: Q2 2026 in Review

Allied Investment Advisors increased its Everus Construction Group (ECG) stake by 0.87% in Q2 2026, buying an estimated $7.18K and bringing the position to 5,656 shares worth $939K. The position accounts for 0.12% of the portfolio, ranked #59.

Allied Investment Advisors first reported a position in ECG in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

Allied Investment Advisors held 5,656 shares of Everus Construction Group worth $939K as of Q2 2026.
Allied Investment Advisors bought 49 Everus Construction Group shares in Q2 2026, an estimated $7.18K.
Everus Construction Group made up 0.12% of Allied Investment Advisors's portfolio in Q2 2026, its #59 holding.
Allied Investment Advisors first reported a position in Everus Construction Group in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.