PWP
ECG

Precedent Wealth Partners’s Everus Construction Group ECG Stock Holding History

Precedent Wealth Partners’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 		– Sell
-3,543
Closed -$418K – 217
2026
Q1 		$418K Hold
3,543
– – 0.08% 135
2025
Q4 		$303K Hold
3,543
– – 0.06% 150
2025
Q3 		$304K Hold
3,543
– – 0.07% 148
2025
Q2 		$225K Buy
+3,543
New +$179K 0.06% 163

Other funds holding ECG

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Vanguard Portfolio Management
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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

Precedent Wealth Partners's ECG Position: Q2 2026 in Review

Precedent Wealth Partners sold out of Everus Construction Group (ECG) in Q2 2026, closing a stake of 3,543 shares — an estimated $418K sold.

Precedent Wealth Partners first reported a position in ECG in Q2 2025 and held it in 4 quarters. The position peaked at $418K in Q1 2026. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Precedent Wealth Partners reported no remaining Everus Construction Group position as of Q2 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 3,543 Everus Construction Group shares in Q2 2026, an estimated $418K.
  • Precedent Wealth Partners first reported a position in Everus Construction Group in Q2 2025 and held it in 4 quarters.
  • Precedent Wealth Partners's Everus Construction Group position peaked at $418K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.