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Ashton Thomas Private Wealth’s Evercore EVR Stock Holding History

Ashton Thomas Private Wealth’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 		$221K Buy
+647
New +$221K ﹤0.01% 1107
2024
Q3 		– Sell
-27
Closed -$5.63K – 998
2024
Q2 		$5.63K Buy
+27
New +$5.25K ﹤0.01% 1514

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

Ashton Thomas Private Wealth's EVR Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in Evercore (EVR) in Q2 2026: 647 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in EVR as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in EVR in Q2 2024 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Ashton Thomas Private Wealth held 647 shares of Evercore worth $221K as of Q2 2026.
  • Evercore was a new Ashton Thomas Private Wealth position in Q2 2026.
  • Evercore made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1107 holding.
  • Ashton Thomas Private Wealth first reported a position in Evercore in Q2 2024 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.