BCWM
ECG

Bartlett & Co Wealth Management’s Everus Construction Group ECG Stock Holding History

Bartlett & Co 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
2026
Q2 		$228K Buy
1,376
+1
+0.1% +$147 ﹤0.01% 463
2026
Q1 		$208K Hold
1,375
– – ﹤0.01% 455
2025
Q4 		$118K Hold
1,375
– – ﹤0.01% 534
2025
Q3 		$118K Hold
1,375
– – ﹤0.01% 530
2025
Q2 		$87.4K Hold
1,375
– – ﹤0.01% 574
2025
Q1 		$51K Hold
1,375
– – ﹤0.01% 644
2024
Q4 		$90.4K Buy
+1,375
New +$86.5K ﹤0.01% 555

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bartlett & Co Wealth Management's ECG Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Everus Construction Group (ECG) stake by 0.07% in Q2 2026, buying an estimated $147 and bringing the position to 1,376 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Bartlett & Co Wealth Management first reported a position in ECG in Q4 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,376 shares of Everus Construction Group worth $228K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 1 Everus Construction Group share in Q2 2026, an estimated $147.
  • Everus Construction Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Bartlett & Co Wealth Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 7 quarters since.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.