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Aster Capital Management’s Evercore EVR Stock Holding History

Aster Capital 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 		– Sell
-1,084
Closed -$216K – 972
2026
Q1 		$216K Buy
1,084
+1,047
+2,830% +$343K 0.07% 226
2025
Q4 		$12.6K Sell
37
-1,289
-97% -$414K 0.01% 711
2025
Q3 		$447K Buy
+1,326
New +$416K 0.23% 116
2025
Q2 		– Sell
-8,816
Closed -$2.13M – 1208
2025
Q1 		$2.13M Buy
8,816
+5,270
+149% +$1.31M 0.39% 54
2024
Q4 		$983K Buy
+3,546
New +$1M 0.38% 62

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

Aster Capital Management's EVR Position: Q2 2026 in Review

Aster Capital Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,084 shares — an estimated $216K sold.

Aster Capital Management first reported a position in EVR in Q4 2024 and held it in 5 quarters. The position peaked at $2.13M in Q1 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Aster Capital Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Aster Capital Management sold 1,084 Evercore shares in Q2 2026, an estimated $216K.
  • Aster Capital Management first reported a position in Evercore in Q4 2024 and held it in 5 quarters.
  • Aster Capital Management's Evercore position peaked at $2.13M in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.