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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
Q2 		$84.3K Sell
247
-566
-70% -$194K ﹤0.01% 1345
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 Hold
26
– – ﹤0.01% 1177
2023
Q3 		$3.58K Buy
+26
New +$3.53K ﹤0.01% 1124
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
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

Clearstead Advisors's EVR Position: Q2 2026 in Review

Clearstead Advisors reduced its Evercore (EVR) stake by 70% in Q2 2026, selling an estimated $194K and leaving 247 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Clearstead Advisors first reported a position in EVR in Q3 2021 and has held it in 19 quarters since. The position peaked at $243K in Q1 2026. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Clearstead Advisors held 247 shares of Evercore worth $84.3K as of Q2 2026.
  • Clearstead Advisors sold 566 Evercore shares in Q2 2026, an estimated $194K.
  • Evercore made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1345 holding.
  • Clearstead Advisors first reported a position in Evercore in Q3 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Evercore position peaked at $243K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.