Corient Private Wealth
ECG

Corient Private Wealth’s Everus Construction Group ECG Stock Holding History

Corient Private Wealth’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 		$521K Sell
4,416
-4,626
-51% -$479K ﹤0.01% 2007
2025
Q4 		$760K Buy
9,042
+4,995
+123% +$447K ﹤0.01% 2048
2025
Q3 		$347K Sell
4,047
-685
-14% -$50.9K ﹤0.01% 2031
2025
Q2 		$301K Buy
+4,732
New +$240K ﹤0.01% 1986
2025
Q1 		– Sell
-3,631
Closed -$239K – 2473
2024
Q4 		$239K Buy
+3,631
New +$228K ﹤0.01% 2019

Other funds holding ECG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Corient Private Wealth's ECG Position: Q1 2026 in Review

Corient Private Wealth reduced its Everus Construction Group (ECG) stake by 51% in Q1 2026, selling an estimated $479K and leaving 4,416 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Corient Private Wealth first reported a position in ECG in Q4 2024 and has held it in 5 quarters since. The position peaked at $760K in Q4 2025. 488 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

  • Corient Private Wealth held 4,416 shares of Everus Construction Group worth $521K as of Q1 2026.
  • Corient Private Wealth sold 4,626 Everus Construction Group shares in Q1 2026, an estimated $479K.
  • Everus Construction Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2007 holding.
  • Corient Private Wealth first reported a position in Everus Construction Group in Q4 2024 and has held it in 5 quarters since.
  • Corient Private Wealth's Everus Construction Group position peaked at $760K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.