Planning Strategies Inc.’s Everus Construction Group ECG Stock Holding History

Planning Strategies Inc.’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	$8.3K	Buy	+50	New	+$7.33K	0.01%	355

Other funds holding ECG

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Strategies Inc.'s ECG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Everus Construction Group (ECG) in Q2 2026: 50 shares worth $8.3K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings.

157 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

Planning Strategies Inc. held 50 shares of Everus Construction Group worth $8.3K as of Q2 2026.
Everus Construction Group was a new Planning Strategies Inc. position in Q2 2026.
Everus Construction Group made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #355 holding.
157 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.