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 Q2	$1.67M	Buy	4,894 +2	+0%	+$684	0.08%	106
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 $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

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

Angeles Wealth Management increased its Evercore (EVR) stake by 0.04% in Q2 2026, buying an estimated $684 and bringing the position to 4,894 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #106.

Angeles Wealth Management first reported a position in EVR in Q1 2022 and has held it in 18 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Angeles Wealth Management held 4,894 shares of Evercore worth $1.67M as of Q2 2026.
Angeles Wealth Management bought 2 Evercore shares in Q2 2026, an estimated $684.
Evercore made up 0.08% of Angeles Wealth Management's portfolio in Q2 2026, its #106 holding.
Angeles Wealth Management first reported a position in Evercore in Q1 2022 and has held it in 18 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.