AWM
ECG

Atticus Wealth Management’s Everus Construction Group ECG Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-20
Closed -$1.27K – 675
2025
Q2 		$1.27K Hold
20
– – ﹤0.01% 588
2025
Q1 		$742 Hold
20
– – ﹤0.01% 470
2024
Q4 		$1.31K Buy
+20
New +$1.26K ﹤0.01% 482

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atticus Wealth Management's ECG Position: Q3 2025 in Review

Atticus Wealth Management sold out of Everus Construction Group (ECG) in Q3 2025, closing a stake of 20 shares — an estimated $1.27K sold.

Atticus Wealth Management first reported a position in ECG in Q4 2024 and held it in 3 quarters. The position peaked at $1.31K in Q4 2024. 401 funds tracked by Wall St. Rank hold ECG as of Q3 2025.

  • Atticus Wealth Management reported no remaining Everus Construction Group position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 20 Everus Construction Group shares in Q3 2025, an estimated $1.27K.
  • Atticus Wealth Management first reported a position in Everus Construction Group in Q4 2024 and held it in 3 quarters.
  • Atticus Wealth Management's Everus Construction Group position peaked at $1.31K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.