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Diversify Wealth Management’s Evercore EVR Stock Holding History

Diversify 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 		$689K Sell
2,025
-265
-12% -$90.7K 0.01% 772
2026
Q1 		$742K Buy
2,290
+642
+39% +$210K 0.01% 694
2025
Q4 		$603K Sell
1,648
-32
-2% -$10.3K 0.03% 405
2025
Q3 		$504K Sell
1,680
-107
-6% -$33.5K 0.03% 376
2025
Q2 		$550K Sell
1,787
-127
-7% -$27.9K 0.03% 356
2025
Q1 		$381K Sell
1,914
-129
-6% -$32.1K 0.03% 400
2024
Q4 		$537K Sell
2,043
-66
-3% -$18.7K 0.04% 340
2024
Q3 		$544K Sell
2,109
-124
-6% -$29.5K 0.05% 305
2024
Q2 		$496K Buy
+2,233
New +$435K 0.06% 276

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Evercore (EVR) stake by 12% in Q2 2026, selling an estimated $90.7K and leaving 2,025 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #772.

Diversify Wealth Management first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $742K in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Diversify Wealth Management held 2,025 shares of Evercore worth $689K as of Q2 2026.
  • Diversify Wealth Management sold 265 Evercore shares in Q2 2026, an estimated $90.7K.
  • Evercore made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #772 holding.
  • Diversify Wealth Management first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Evercore position peaked at $742K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.