CT
ECG

Caldwell Trust’s Everus Construction Group ECG Stock Holding History

Caldwell Trust’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 		$8.63K Hold
52
– – ﹤0.01% 694
2026
Q1 		$6.14K Hold
52
– – ﹤0.01% 697
2025
Q4 		$4.45K Hold
52
– – ﹤0.01% 699
2025
Q3 		$4.46K Hold
52
– – ﹤0.01% 697
2025
Q2 		$3.3K Sell
52
-208
-80% -$10.5K ﹤0.01% 706
2025
Q1 		$9.64K Hold
260
– – ﹤0.01% 639
2024
Q4 		$17.1K Buy
+260
New +$16.4K ﹤0.01% 567

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

Caldwell Trust's ECG Position: Q2 2026 in Review

Caldwell Trust held its Everus Construction Group (ECG) position steady in Q2 2026 at 52 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Caldwell Trust first reported a position in ECG in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q4 2024. 539 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Caldwell Trust held 52 shares of Everus Construction Group worth $8.63K as of Q2 2026.
  • Caldwell Trust left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #694 holding.
  • Caldwell Trust first reported a position in Everus Construction Group in Q4 2024 and has held it in 7 quarters since.
  • Caldwell Trust's Everus Construction Group position peaked at $17.1K in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.