EIM
ECG

Essex Investment Management’s Everus Construction Group ECG Stock Holding History

Essex Investment 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
Q1 		$4.5M Buy
38,098
+706
+2% +$73K 0.71% 45
2025
Q4 		$3.2M Sell
37,392
-916
-2% -$82K 0.49% 76
2025
Q3 		$3.28M Buy
38,308
+1,365
+4% +$101K 0.5% 70
2025
Q2 		$2.35M Sell
36,943
-231
-0.6% -$11.7K 0.43% 96
2025
Q1 		$1.38M Buy
37,174
+14,423
+63% +$776K 0.29% 133
2024
Q4 		$1.5M Buy
+22,751
New +$1.43M 0.27% 133

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Essex Investment Management's ECG Position: Q1 2026 in Review

Essex Investment Management increased its Everus Construction Group (ECG) stake by 1.9% in Q1 2026, buying an estimated $73K and bringing the position to 38,098 shares worth $4.5M. The position accounts for 0.71% of the portfolio, ranked #45.

Essex Investment Management first reported a position in ECG in Q4 2024 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

  • Essex Investment Management held 38,098 shares of Everus Construction Group worth $4.5M as of Q1 2026.
  • Essex Investment Management bought 706 Everus Construction Group shares in Q1 2026, an estimated $73K.
  • Everus Construction Group made up 0.71% of Essex Investment Management's portfolio in Q1 2026, its #45 holding.
  • Essex Investment Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.