Carson Wealth (CWM LLC)
ECG

Carson Wealth (CWM LLC)’s Everus Construction Group ECG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$805K Buy
6,816
+2,944
+76% +$305K ﹤0.01% 1682
2025
Q4 		$331K Buy
3,872
+237
+7% +$21.2K ﹤0.01% 2196
2025
Q3 		$312K Hold
3,635
– – ﹤0.01% 2099
2025
Q2 		$231K Sell
3,635
-833
-19% -$42.2K ﹤0.01% 2052
2025
Q1 		$166K Sell
4,468
-950
-18% -$51.1K ﹤0.01% 2055
2024
Q4 		$356K Buy
+5,418
New +$341K ﹤0.01% 1512

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ECG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Everus Construction Group (ECG) stake by 76% in Q1 2026, buying an estimated $305K and bringing the position to 6,816 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Carson Wealth (CWM LLC) first reported a position in ECG in Q4 2024 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,816 shares of Everus Construction Group worth $805K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,944 Everus Construction Group shares in Q1 2026, an estimated $305K.
  • Everus Construction Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1682 holding.
  • Carson Wealth (CWM LLC) first reported a position in Everus Construction Group in Q4 2024 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.