Adage Capital Partners’s Evercore EVR Stock Holding History

Adage Capital Partners’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	$6.15M	Sell	18,000 -71,900	-80%	-$24.6M	0.01%	789
2026 Q1	$26.8M	Buy	+89,900	New	+$29.4M	0.04%	393
2025 Q4	–	Sell	-13,000	Closed	-$4.39M	–	947
2025 Q3	$4.39M	Buy	+13,000	New	+$4.07M	0.01%	745
2025 Q2	–	Sell	-118,000	Closed	-$23.6M	–	880
2025 Q1	$23.6M	Buy	+118,000	New	+$29.4M	0.04%	382
2022 Q1	–	Sell	-3,000	Closed	-$408K	–	1098
2021 Q4	$408K	Sell	3,000 -13,363	-82%	-$1.95M	﹤0.01%	947
2021 Q3	$2.19M	Hold	16,363	–	–	﹤0.01%	891
2021 Q2	$2.3M	Sell	16,363 -71,520	-81%	-$10M	﹤0.01%	873
2021 Q1	$11.6M	Buy	87,883 +57,481	+189%	+$7.02M	0.02%	632
2020 Q4	$3.33M	Buy	+30,402	New	+$2.71M	0.01%	720
2020 Q2	–	Sell	-35,000	Closed	-$1.61M	–	761
2020 Q1	$1.61M	Sell	35,000 -15,000	-30%	-$1M	﹤0.01%	667
2019 Q4	$3.74M	Buy	+50,000	New	+$3.81M	0.01%	635

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Adage Capital Partners's EVR Position: Q2 2026 in Review

Adage Capital Partners reduced its Evercore (EVR) stake by 80% in Q2 2026, selling an estimated $24.6M and leaving 18,000 shares worth $6.15M. The position accounts for 0.01% of the portfolio, ranked #789.

Adage Capital Partners first reported a position in EVR in Q4 2019 and has held it in 11 quarters since. The position peaked at $26.8M in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Adage Capital Partners held 18,000 shares of Evercore worth $6.15M as of Q2 2026.
Adage Capital Partners sold 71,900 Evercore shares in Q2 2026, an estimated $24.6M.
Evercore made up 0.01% of Adage Capital Partners's portfolio in Q2 2026, its #789 holding.
Adage Capital Partners first reported a position in Evercore in Q4 2019 and has held it in 11 quarters since.
Adage Capital Partners's Evercore position peaked at $26.8M in Q1 2026.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.