AWM
EVR icon

Activest Wealth Management’s Evercore EVR Stock Holding History

Activest Wealth Management’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
2026
Q2 		$3.07K Sell
9
-8
-47% -$2.74K ﹤0.01% 794
2026
Q1 		$5.08K Sell
17
-7
-29% -$2.29K ﹤0.01% 812
2025
Q4 		$8.17K Buy
24
+7
+41% +$2.25K ﹤0.01% 701
2025
Q3 		$5.73K Hold
17
– – ﹤0.01% 615
2025
Q2 		$4.59K Buy
+17
New +$3.74K ﹤0.01% 562

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Activest Wealth Management's EVR Position: Q2 2026 in Review

Activest Wealth Management reduced its Evercore (EVR) stake by 47% in Q2 2026, selling an estimated $2.74K and leaving 9 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Activest Wealth Management first reported a position in EVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.17K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Activest Wealth Management held 9 shares of Evercore worth $3.07K as of Q2 2026.
  • Activest Wealth Management sold 8 Evercore shares in Q2 2026, an estimated $2.74K.
  • Evercore made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #794 holding.
  • Activest Wealth Management first reported a position in Evercore in Q2 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Evercore position peaked at $8.17K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.