SIM
ECG

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

Synergy 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
Q2 		$2.49K Hold
15
– – ﹤0.01% 873
2026
Q1 		$1.77K Buy
+15
New +$1.55K ﹤0.01% 704
2025
Q2 		– Sell
-15
Closed -$556 – 596
2025
Q1 		$556 Hold
15
– – ﹤0.01% 584
2024
Q4 		$986 Buy
+15
New +$944 ﹤0.01% 607

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

Synergy Investment Management's ECG Position: Q2 2026 in Review

Synergy Investment Management held its Everus Construction Group (ECG) position steady in Q2 2026 at 15 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Synergy Investment Management first reported a position in ECG in Q4 2024 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Synergy Investment Management held 15 shares of Everus Construction Group worth $2.49K as of Q2 2026.
  • Synergy Investment Management left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #873 holding.
  • Synergy Investment Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.