Angeles Wealth Management’s Evercore EVR Stock Holding History

Angeles 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 Q1	$1.46M	Buy	4,892 +79	+2%	+$25.9K	0.08%	96
2025 Q4	$1.64M	Hold	4,813	–	–	0.09%	84
2025 Q3	$1.62M	Hold	4,813	–	–	0.1%	80
2025 Q2	$1.3M	Sell	4,813 -3	-0.1%	-$660	0.09%	80
2025 Q1	$962K	Hold	4,816	–	–	0.08%	93
2024 Q4	$1.33M	Hold	4,816	–	–	0.11%	68
2024 Q3	$1.22M	Buy	4,816 +16	+0.3%	+$3.81K	0.11%	65
2024 Q2	$1M	Hold	4,800	–	–	0.09%	71
2024 Q1	$924K	Buy	4,800 +7	+0.1%	+$1.27K	0.09%	75
2023 Q4	$820K	Hold	4,793	–	–	0.1%	79
2023 Q3	$661K	Hold	4,793	–	–	0.09%	78
2023 Q2	$592K	Hold	4,793	–	–	0.08%	100
2023 Q1	$553K	Hold	4,793	–	–	0.08%	109
2022 Q4	$523K	Buy	4,793 +3	+0.1%	+$313	0.09%	102
2022 Q3	$394K	Sell	4,790 -53	-1%	-$5.01K	0.08%	108
2022 Q2	$453K	Sell	4,843 -10	-0.2%	-$1.06K	0.09%	107
2022 Q1	$540K	Buy	+4,853	New	+$597K	0.1%	104

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Angeles Wealth Management's EVR Position: Q1 2026 in Review

Angeles Wealth Management increased its Evercore (EVR) stake by 1.6% in Q1 2026, buying an estimated $25.9K and bringing the position to 4,892 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #96.

Angeles Wealth Management first reported a position in EVR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Angeles Wealth Management held 4,892 shares of Evercore worth $1.46M as of Q1 2026.
Angeles Wealth Management bought 79 Evercore shares in Q1 2026, an estimated $25.9K.
Evercore made up 0.08% of Angeles Wealth Management's portfolio in Q1 2026, its #96 holding.
Angeles Wealth Management first reported a position in Evercore in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's Evercore position peaked at $1.64M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.