AP
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Appleton Partners’s Evercore EVR Stock Holding History

Appleton 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 		$11M Buy
32,222
+297
+0.9% +$102K 0.67% 47
2026
Q1 		$9.53M Buy
31,925
+1,221
+4% +$400K 0.66% 51
2025
Q4 		$10.4M Buy
30,704
+66
+0.2% +$21.2K 0.69% 47
2025
Q3 		$10.3M Buy
30,638
+258
+0.8% +$80.8K 0.69% 49
2025
Q2 		$8.2M Sell
30,380
-4,597
-13% -$1.01M 0.58% 60
2025
Q1 		$6.99M Buy
34,977
+3,553
+11% +$885K 0.54% 64
2024
Q4 		$8.71M Buy
+31,424
New +$8.9M 0.64% 53

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

Appleton Partners's EVR Position: Q2 2026 in Review

Appleton Partners increased its Evercore (EVR) stake by 0.93% in Q2 2026, buying an estimated $102K and bringing the position to 32,222 shares worth $11M. The position accounts for 0.67% of the portfolio, ranked #47.

Appleton Partners first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Appleton Partners held 32,222 shares of Evercore worth $11M as of Q2 2026.
  • Appleton Partners bought 297 Evercore shares in Q2 2026, an estimated $102K.
  • Evercore made up 0.67% of Appleton Partners's portfolio in Q2 2026, its #47 holding.
  • Appleton Partners first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.