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
Q2 		$695K Sell
4,186
-230
-5% -$33.7K ﹤0.01% 2015
2026
Q1 		$521K Sell
4,416
-169
-4% -$17.5K ﹤0.01% 2007
2025
Q4 		$393K Buy
4,585
+538
+13% +$48.1K ﹤0.01% 1998
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 $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

Corient Private Wealth's ECG Position: Q2 2026 in Review

Corient Private Wealth reduced its Everus Construction Group (ECG) stake by 5.2% in Q2 2026, selling an estimated $33.7K and leaving 4,186 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Corient Private Wealth first reported a position in ECG in Q4 2024 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Corient Private Wealth held 4,186 shares of Everus Construction Group worth $695K as of Q2 2026.
  • Corient Private Wealth sold 230 Everus Construction Group shares in Q2 2026, an estimated $33.7K.
  • Everus Construction Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2015 holding.
  • Corient Private Wealth first reported a position in Everus Construction Group in Q4 2024 and has held it in 6 quarters since.
  • 538 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.