Clearstead Advisors’s Evercore EVR Stock Holding History

Clearstead Advisors’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	$243K	Buy	813 +615	+311%	+$201K	﹤0.01%	939
2025 Q4	$67.4K	Sell	198 -1	-0.5%	-$321	﹤0.01%	1269
2025 Q3	$67.1K	Sell	199 -38	-16%	-$11.9K	﹤0.01%	1176
2025 Q2	$64K	Sell	237 -112	-32%	-$24.6K	﹤0.01%	1205
2025 Q1	$69.7K	Buy	349 +111	+47%	+$27.7K	﹤0.01%	1084
2024 Q4	$66K	Sell	238 -26	-10%	-$7.37K	﹤0.01%	1107
2024 Q3	$66.9K	Buy	264 +99	+60%	+$23.6K	﹤0.01%	1139
2024 Q2	$34.4K	Buy	165 +139	+535%	+$27K	﹤0.01%	1255
2024 Q1	$5.09K	Hold	26	–	–	﹤0.01%	1171
2023 Q4	$4.45K	Sell	26 -26	-50%	-$3.76K	﹤0.01%	1177
2023 Q3	$7.17K	Buy	+52	New	+$7.06K	﹤0.01%	1160
2023 Q2	–	Sell	-189	Closed	-$21.8K	–	1399
2023 Q1	$21.8K	Hold	189	–	–	﹤0.01%	838
2022 Q4	$20.6K	Hold	189	–	–	﹤0.01%	795
2022 Q3	$16K	Hold	189	–	–	﹤0.01%	806
2022 Q2	$18K	Hold	189	–	–	﹤0.01%	828
2022 Q1	$21K	Sell	189 -165	-47%	-$20.3K	﹤0.01%	857
2021 Q4	$48K	Buy	354 +165	+87%	+$24.1K	﹤0.01%	660
2021 Q3	$25K	Buy	+189	New	+$25.7K	﹤0.01%	742

Other funds holding EVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return