Carson Wealth (CWM LLC)
EVR icon

Carson Wealth (CWM LLC)’s Evercore EVR Stock Holding History

Carson Wealth (CWM 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
Q1 		$11.7M Buy
39,349
+11,622
+42% +$3.81M 0.03% 490
2025
Q4 		$9.43M Sell
27,727
-5,760
-17% -$1.85M 0.03% 545
2025
Q3 		$11.3M Buy
33,487
+15,471
+86% +$4.85M 0.03% 433
2025
Q2 		$4.87M Buy
18,016
+13,457
+295% +$2.96M 0.02% 594
2025
Q1 		$911K Buy
4,559
+1,430
+46% +$356K ﹤0.01% 1182
2024
Q4 		$867K Buy
3,129
+1,464
+88% +$415K ﹤0.01% 1157
2024
Q3 		$422K Buy
1,665
+1,403
+535% +$334K ﹤0.01% 1395
2024
Q2 		$55K Buy
262
+38
+17% +$7.39K ﹤0.01% 2410
2024
Q1 		$43K Buy
224
+51
+29% +$9.23K ﹤0.01% 2394
2023
Q4 		$30K Sell
173
-17
-9% -$2.46K ﹤0.01% 2508
2023
Q3 		$26K Sell
190
-209
-52% -$28.4K ﹤0.01% 2499
2023
Q2 		$49K Sell
399
-1,667
-81% -$192K ﹤0.01% 2000
2023
Q1 		$238K Buy
2,066
+1,530
+285% +$190K ﹤0.01% 1135
2022
Q4 		$58K Buy
536
+408
+319% +$42.6K ﹤0.01% 1649
2022
Q3 		$11K Sell
128
-228
-64% -$21.6K ﹤0.01% 2620
2022
Q2 		$33K Buy
356
+234
+192% +$24.9K ﹤0.01% 1832
2022
Q1 		$14K Buy
122
+118
+2,950% +$14.5K ﹤0.01% 2290
2021
Q4 		$1K Buy
+4
New +$583 ﹤0.01% 3292
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2950
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2950
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2949
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2949
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2949
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2949
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2948
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2948
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2948
2019
Q1 		$0 Sell
3
-5
-63% -$439 ﹤0.01% 3026
2018
Q4 		$1K Buy
8
+3
+60% +$246 ﹤0.01% 1880
2018
Q3 		$1K Buy
+5
New +$539 ﹤0.01% 1654

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Evercore (EVR) stake by 42% in Q1 2026, buying an estimated $3.81M and bringing the position to 39,349 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #490.

Carson Wealth (CWM LLC) first reported a position in EVR in Q3 2018 and has held it in 30 quarters since. 654 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,349 shares of Evercore worth $11.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,622 Evercore shares in Q1 2026, an estimated $3.81M.
  • Evercore made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #490 holding.
  • Carson Wealth (CWM LLC) first reported a position in Evercore in Q3 2018 and has held it in 30 quarters since.
  • 654 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.