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DiNuzzo Private Wealth’s Evercore EVR Stock Holding History

DiNuzzo Private Wealth’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 		$2.05K Hold
6
– – ﹤0.01% 664
2026
Q1 		$1.79K Hold
6
– – ﹤0.01% 682
2025
Q4 		$2.04K Hold
6
– – ﹤0.01% 631
2025
Q3 		$1.93K Hold
6
– – ﹤0.01% 639
2025
Q2 		$1.62K Sell
6
-1
-14% -$220 ﹤0.01% 678
2025
Q1 		$1.4K Sell
7
-1
-13% -$249 ﹤0.01% 712
2024
Q4 		$2.22K Buy
8
+1
+14% +$283 ﹤0.01% 569
2024
Q3 		$1.77K Hold
7
– – ﹤0.01% 654
2024
Q2 		$1.46K Buy
7
+2
+40% +$389 ﹤0.01% 630
2024
Q1 		$963 Hold
5
– – ﹤0.01% 742
2023
Q4 		$856 Buy
+5
New +$724 ﹤0.01% 767

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

DiNuzzo Private Wealth's EVR Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Evercore (EVR) position steady in Q2 2026 at 6 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

DiNuzzo Private Wealth first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.22K in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • DiNuzzo Private Wealth held 6 shares of Evercore worth $2.05K as of Q2 2026.
  • DiNuzzo Private Wealth left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #664 holding.
  • DiNuzzo Private Wealth first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Evercore position peaked at $2.22K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.