CWM
ECG

Copia Wealth Management’s Everus Construction Group ECG Stock Holding History

Copia 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 		$10.8K Hold
65
– – 0.01% 332
2026
Q1 		$7.67K Hold
65
– – 0.01% 344
2025
Q4 		$5.56K Hold
65
– – ﹤0.01% 370
2025
Q3 		$5.57K Hold
65
– – ﹤0.01% 351
2025
Q2 		$4.13K Hold
65
– – ﹤0.01% 356
2025
Q1 		$2.41K Hold
65
– – ﹤0.01% 374
2024
Q4 		$4.27K Buy
+65
New +$4.09K ﹤0.01% 329

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

Copia Wealth Management's ECG Position: Q2 2026 in Review

Copia Wealth Management held its Everus Construction Group (ECG) position steady in Q2 2026 at 65 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #332.

Copia 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.

  • Copia Wealth Management held 65 shares of Everus Construction Group worth $10.8K as of Q2 2026.
  • Copia Wealth Management left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Copia 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 Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.