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Artemis Investment Management’s Evercore EVR Stock Holding History

Artemis Investment 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 		$108M Buy
315,762
+40,580
+15% +$13.9M 0.96% 34
2026
Q1 		$82.1M Buy
275,182
+69,495
+34% +$22.8M 0.87% 43
2025
Q4 		$70M Buy
205,687
+94,043
+84% +$30.2M 0.85% 39
2025
Q3 		$37.7M Buy
+111,644
New +$35M 0.47% 74
2025
Q1 		– Sell
-116,229
Closed -$32.2M – 209
2024
Q4 		$32.2M Buy
+116,229
New +$32.9M 0.46% 73
2022
Q1 		– Sell
-69,138
Closed -$9.38M – 276
2021
Q4 		$9.38M Sell
69,138
-2,492
-3% -$363K 0.07% 191
2021
Q3 		$9.57M Sell
71,630
-3,529
-5% -$480K 0.08% 201
2021
Q2 		$10.6M Buy
75,159
+7,282
+11% +$1.02M 0.09% 193
2021
Q1 		$8.94M Sell
67,877
-12,326
-15% -$1.51M 0.08% 203
2020
Q4 		$8.81M Buy
+80,203
New +$7.14M 0.09% 206
2018
Q4 		– Sell
-85,441
Closed -$8.59M – 264
2018
Q3 		$8.59M Buy
+85,441
New +$9.21M 0.1% 207
2017
Q3 		– Sell
-101,388
Closed -$7.14M – 220
2017
Q2 		$7.14M Buy
101,388
+25,419
+33% +$1.85M 0.17% 142
2017
Q1 		$5.92M Buy
+75,969
New +$5.9M 0.16% 134

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

Artemis Investment Management's EVR Position: Q2 2026 in Review

Artemis Investment Management increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $13.9M and bringing the position to 315,762 shares worth $108M. The position accounts for 0.96% of the portfolio, ranked #34.

Artemis Investment Management first reported a position in EVR in Q1 2017 and has held it in 13 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Artemis Investment Management held 315,762 shares of Evercore worth $108M as of Q2 2026.
  • Artemis Investment Management bought 40,580 Evercore shares in Q2 2026, an estimated $13.9M.
  • Evercore made up 0.96% of Artemis Investment Management's portfolio in Q2 2026, its #34 holding.
  • Artemis Investment Management first reported a position in Evercore in Q1 2017 and has held it in 13 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.