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Destination Wealth Management’s Evercore EVR Stock Holding History

Destination 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
2026
Q2 		$236K Buy
691
+10
+1% +$3.42K 0.01% 301
2026
Q1 		$203K Buy
681
+54
+9% +$17.7K 0.01% 299
2025
Q4 		$213K Sell
627
-128
-17% -$41.1K 0.01% 279
2025
Q3 		$255K Buy
+755
New +$237K 0.01% 233

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

Destination Wealth Management's EVR Position: Q2 2026 in Review

Destination Wealth Management increased its Evercore (EVR) stake by 1.5% in Q2 2026, buying an estimated $3.42K and bringing the position to 691 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #301.

Destination Wealth Management first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Destination Wealth Management held 691 shares of Evercore worth $236K as of Q2 2026.
  • Destination Wealth Management bought 10 Evercore shares in Q2 2026, an estimated $3.42K.
  • Evercore made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Destination Wealth Management first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Destination Wealth Management's Evercore position peaked at $255K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.