Argonautica Private Wealth Management’s Evercore EVR Stock Holding History

Argonautica Private 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	$617K	Hold	1,807	–	–	0.15%	116
2026 Q1	$539K	Hold	1,807	–	–	0.16%	118
2025 Q4	$615K	Sell	1,807 -128	-7%	-$41.1K	0.18%	108
2025 Q3	$653K	Hold	1,935	–	–	0.19%	95
2025 Q2	$522K	Sell	1,935 -303	-14%	-$66.6K	0.17%	111
2025 Q1	$447K	Sell	2,238 -122	-5%	-$30.4K	0.15%	123
2024 Q4	$654K	Sell	2,360 -22	-0.9%	-$6.23K	0.21%	91
2024 Q3	$603K	Buy	2,382 +10	+0.4%	+$2.38K	0.2%	98
2024 Q2	$494K	Hold	2,372	–	–	0.17%	112
2024 Q1	$457K	Hold	2,372	–	–	0.16%	118
2023 Q4	$406K	Hold	2,372	–	–	0.17%	118
2023 Q3	$327K	Hold	2,372	–	–	0.15%	129
2023 Q2	$293K	Sell	2,372 -49	-2%	-$5.64K	0.13%	151
2023 Q1	$279K	Hold	2,421	–	–	0.14%	118
2022 Q4	$264K	Buy	+2,421	New	+$253K	0.14%	125

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 $3.38T AUM 44.17% 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

Argonautica Private Wealth Management's EVR Position: Q2 2026 in Review

Argonautica Private Wealth Management held its Evercore (EVR) position steady in Q2 2026 at 1,807 shares worth $617K. The position accounts for 0.15% of the portfolio, ranked #116.

Argonautica Private Wealth Management first reported a position in EVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $654K in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Argonautica Private Wealth Management held 1,807 shares of Evercore worth $617K as of Q2 2026.
Argonautica Private Wealth Management left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.15% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #116 holding.
Argonautica Private Wealth Management first reported a position in Evercore in Q4 2022 and has held it in 15 quarters since.
Argonautica Private Wealth Management's Evercore position peaked at $654K in Q4 2024.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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