PWMG
ECG

Private Wealth Management Group’s Everus Construction Group ECG Stock Holding History

Private Wealth Management Group’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 		$4.81K Hold
29
– – ﹤0.01% 858
2026
Q1 		$3.42K Hold
29
– – ﹤0.01% 902
2025
Q4 		$2.48K Hold
29
– – ﹤0.01% 1015
2025
Q3 		$2.49K Hold
29
– – ﹤0.01% 1042
2025
Q2 		$1.84K Hold
29
– – ﹤0.01% 1109
2025
Q1 		$1.08K Hold
29
– – ﹤0.01% 1243
2024
Q4 		$1.91K Buy
+29
New +$1.82K ﹤0.01% 1099

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

Private Wealth Management Group's ECG Position: Q2 2026 in Review

Private Wealth Management Group held its Everus Construction Group (ECG) position steady in Q2 2026 at 29 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Private Wealth Management Group 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.

  • Private Wealth Management Group held 29 shares of Everus Construction Group worth $4.81K as of Q2 2026.
  • Private Wealth Management Group left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #858 holding.
  • Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.