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Asset Dedication LLC’s Evercore EVR Stock Holding History

Asset Dedication LLC’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 		$2.73K Buy
+8
New +$2.74K ﹤0.01% 1002

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

Asset Dedication LLC's EVR Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in Evercore (EVR) in Q2 2026: 8 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Asset Dedication LLC held 8 shares of Evercore worth $2.73K as of Q2 2026.
  • Evercore was a new Asset Dedication LLC position in Q2 2026.
  • Evercore made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1002 holding.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.