DWM
EVR icon

Darwin Wealth Management’s Evercore EVR Stock Holding History

Darwin Wealth 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
2025
Q2 		– Sell
-42
Closed -$11.9K – 638
2025
Q1 		$11.9K Hold
42
– – ﹤0.01% 359
2024
Q4 		$11.9K Sell
42
-1
-2% -$283 ﹤0.01% 359
2024
Q3 		$10.8K Buy
+43
New +$10.2K ﹤0.01% 378

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Darwin Wealth Management's EVR Position: Q2 2025 in Review

Darwin Wealth Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 42 shares — an estimated $11.9K sold.

Darwin Wealth Management first reported a position in EVR in Q3 2024 and held it in 3 quarters. The position peaked at $11.9K in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Darwin Wealth Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 42 Evercore shares in Q2 2025, an estimated $11.9K.
  • Darwin Wealth Management first reported a position in Evercore in Q3 2024 and held it in 3 quarters.
  • Darwin Wealth Management's Evercore position peaked at $11.9K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.