Caldwell Trust
ECG icon

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
Q3 		$6.11K Hold
52
– – ﹤0.01% 719
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 		$9.6K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Caldwell Trust's ECG Position: Q3 2026 in Review

Caldwell Trust held its Everus Construction Group (ECG) position steady in Q3 2026 at 52 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Caldwell Trust first reported a position in ECG in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.1K in Q4 2024. 408 funds tracked by Wall St. Rank hold ECG as of Q3 2026.

  • Caldwell Trust held 52 shares of Everus Construction Group worth $6.11K as of Q3 2026.
  • Caldwell Trust left its Everus Construction Group share count unchanged in Q3 2026.
  • Everus Construction Group made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #719 holding.
  • Caldwell Trust first reported a position in Everus Construction Group in Q4 2024 and has held it in 8 quarters since.
  • Caldwell Trust's Everus Construction Group position peaked at $17.1K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.