Aaron Wealth Advisors’s Evercore EVR Stock Holding History

Aaron Wealth Advisors’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,108	Closed	-$374K	–	687
2025 Q3	$374K	Buy	+1,108	New	+$347K	0.02%	475

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Aaron Wealth Advisors's EVR Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,108 shares — an estimated $374K sold.

Aaron Wealth Advisors first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $374K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

Aaron Wealth Advisors reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 1,108 Evercore shares in Q4 2025, an estimated $374K.
Aaron Wealth Advisors first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
Aaron Wealth Advisors's Evercore position peaked at $374K in Q3 2025.
635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.