EWA
ECG

EverSource Wealth Advisors’s Everus Construction Group ECG Stock Holding History

EverSource Wealth Advisors’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 		$149K Sell
899
-141
-14% -$20.7K 0.01% 1172
2026
Q1 		$123K Buy
1,040
+61
+6% +$6.31K ﹤0.01% 1310
2025
Q4 		$83.8K Buy
979
+270
+38% +$24.2K ﹤0.01% 1406
2025
Q3 		$60.8K Hold
709
– – ﹤0.01% 1562
2025
Q2 		$45K Buy
709
+66
+10% +$3.34K ﹤0.01% 1691
2025
Q1 		$23.8K Sell
643
-213
-25% -$11.5K ﹤0.01% 1602
2024
Q4 		$56.3K Buy
+856
New +$53.9K ﹤0.01% 1137

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

EverSource Wealth Advisors's ECG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Everus Construction Group (ECG) stake by 14% in Q2 2026, selling an estimated $20.7K and leaving 899 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1172.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 899 shares of Everus Construction Group worth $149K as of Q2 2026.
  • EverSource Wealth Advisors sold 141 Everus Construction Group shares in Q2 2026, an estimated $20.7K.
  • Everus Construction Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1172 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.