Creative Planning
ECG

Creative Planning’s Everus Construction Group ECG Stock Holding History

Creative Planning’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 		$13.7M Buy
82,696
+2,868
+4% +$420K 0.01% 679
2026
Q1 		$9.42M Buy
79,828
+4,551
+6% +$471K 0.01% 725
2025
Q4 		$6.44M Buy
75,277
+594
+0.8% +$53.1K ﹤0.01% 836
2025
Q3 		$6.4M Buy
74,683
+719
+1% +$53.4K ﹤0.01% 745
2025
Q2 		$4.7M Buy
73,964
+1,903
+3% +$96.3K ﹤0.01% 792
2025
Q1 		$2.67M Buy
72,061
+57,719
+402% +$3.11M ﹤0.01% 1002
2024
Q4 		$943K Buy
+14,342
New +$903K ﹤0.01% 1685

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

Creative Planning's ECG Position: Q2 2026 in Review

Creative Planning increased its Everus Construction Group (ECG) stake by 3.6% in Q2 2026, buying an estimated $420K and bringing the position to 82,696 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #679.

Creative Planning 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.

  • Creative Planning held 82,696 shares of Everus Construction Group worth $13.7M as of Q2 2026.
  • Creative Planning bought 2,868 Everus Construction Group shares in Q2 2026, an estimated $420K.
  • Everus Construction Group made up 0.01% of Creative Planning's portfolio in Q2 2026, its #679 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.