Dorsey Wright & Associates’s Evercore EVR Stock Holding History

Dorsey Wright & Associates’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	$530K	Sell	1,553 -21,548	-93%	-$7.37M	0.09%	98
2026 Q1	$6.9M	Buy	23,101 +10,634	+85%	+$3.48M	0.85%	39
2025 Q4	$4.76M	Sell	12,467 -776	-6%	-$249K	1.03%	36
2025 Q3	$4.47M	Buy	13,243 +11,709	+763%	+$3.67M	1%	34
2025 Q2	$414K	Sell	1,534 -33,393	-96%	-$7.34M	0.1%	109
2025 Q1	$6.98M	Sell	34,927 -8,895	-20%	-$2.22M	1.78%	10
2024 Q4	$12.1M	Buy	43,822 +599	+1%	+$170K	2.9%	3
2024 Q3	$10.9M	Buy	43,223 +13,707	+46%	+$3.26M	2.59%	3
2024 Q2	$6.15M	Buy	29,516 +375	+1%	+$73K	1.6%	12
2024 Q1	$5.61M	Buy	+29,141	New	+$5.27M	1.46%	14
2021 Q3	–	Sell	-17,820	Closed	-$2.51M	–	296
2021 Q2	$2.51M	Buy	17,820 +233	+1%	+$32.6K	0.53%	90
2021 Q1	$2.32K	Sell	17,587 -805	-4%	-$98.3K	0.03%	240
2020 Q4	$2.02M	Buy	+18,392	New	+$1.64M	0.3%	100

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dorsey Wright & Associates's EVR Position: Q2 2026 in Review

Dorsey Wright & Associates reduced its Evercore (EVR) stake by 93% in Q2 2026, selling an estimated $7.37M and leaving 1,553 shares worth $530K. The position accounts for 0.09% of the portfolio, ranked #98.

Dorsey Wright & Associates first reported a position in EVR in Q4 2020 and has held it in 13 quarters since. The position peaked at $12.1M in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Dorsey Wright & Associates held 1,553 shares of Evercore worth $530K as of Q2 2026.
Dorsey Wright & Associates sold 21,548 Evercore shares in Q2 2026, an estimated $7.37M.
Evercore made up 0.09% of Dorsey Wright & Associates's portfolio in Q2 2026, its #98 holding.
Dorsey Wright & Associates first reported a position in Evercore in Q4 2020 and has held it in 13 quarters since.
Dorsey Wright & Associates's Evercore position peaked at $12.1M in Q4 2024.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.