OSAM
ECG

O'Shaughnessy Asset Management’s Everus Construction Group ECG Stock Holding History

O'Shaughnessy Asset 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
Q2 		$637K Sell
3,840
-1,193
-24% -$175K ﹤0.01% 1482
2026
Q1 		$594K Buy
5,033
+1,303
+35% +$135K ﹤0.01% 1451
2025
Q4 		$319K Buy
+3,730
New +$334K ﹤0.01% 1739

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

O'Shaughnessy Asset Management's ECG Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Everus Construction Group (ECG) stake by 24% in Q2 2026, selling an estimated $175K and leaving 3,840 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

O'Shaughnessy Asset Management first reported a position in ECG in Q4 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • O'Shaughnessy Asset Management held 3,840 shares of Everus Construction Group worth $637K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 1,193 Everus Construction Group shares in Q2 2026, an estimated $175K.
  • Everus Construction Group made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1482 holding.
  • O'Shaughnessy Asset Management first reported a position in Everus Construction Group in Q4 2025 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.