CWP
ECG

Concord Wealth Partners’s Everus Construction Group ECG Stock Holding History

Concord Wealth Partners’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 		$141K Buy
+847
New +$124K 0.02% 258
2026
Q1 		– Sell
-847
Closed -$72.5K – 827
2025
Q4 		$72.5K Hold
847
– – 0.01% 291
2025
Q3 		$72.6K Hold
847
– – 0.01% 292
2025
Q2 		$53.8K Hold
847
– – 0.01% 334
2025
Q1 		$31.4K Buy
+847
New +$45.6K 0.01% 382

Other funds holding ECG

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Vanguard Portfolio Management
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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

Concord Wealth Partners's ECG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Everus Construction Group (ECG) in Q2 2026: 847 shares worth $141K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ECG as recently as Q4 2025.

Concord Wealth Partners first reported a position in ECG in Q1 2025 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Concord Wealth Partners held 847 shares of Everus Construction Group worth $141K as of Q2 2026.
  • Everus Construction Group was a new Concord Wealth Partners position in Q2 2026.
  • Everus Construction Group made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #258 holding.
  • Concord Wealth Partners first reported a position in Everus Construction Group in Q1 2025 and has held it in 5 quarters since.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.