Edgestream Partners’s Evercore EVR Stock Holding History

Edgestream Partners’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 Q4	–	Sell	-25,565	Closed	-$8.62M	–	1002
2025 Q3	$8.62M	Buy	25,565 +11,384	+80%	+$3.57M	0.25%	93
2025 Q2	$3.83M	Buy	14,181 +9,383	+196%	+$2.06M	0.11%	362
2025 Q1	$958K	Sell	4,798 -22,932	-83%	-$5.71M	0.03%	614
2024 Q4	$7.69M	Buy	+27,730	New	+$7.86M	0.33%	43
2024 Q3	–	Sell	-8,782	Closed	-$1.83M	–	907
2024 Q2	$1.83M	Sell	8,782 -14,015	-61%	-$2.73M	0.09%	364
2024 Q1	$4.39M	Buy	22,797 +15,495	+212%	+$2.8M	0.22%	144
2023 Q4	$1.25M	Buy	+7,302	New	+$1.06M	0.09%	377
2023 Q3	–	Sell	-1,764	Closed	-$218K	–	856
2023 Q2	$218K	Buy	+1,764	New	+$203K	0.02%	680
2022 Q4	–	Sell	-11,700	Closed	-$962K	–	537
2022 Q3	$962K	Buy	+11,700	New	+$1.11M	0.07%	275

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Edgestream Partners's EVR Position: Q4 2025 in Review

Edgestream Partners sold out of Evercore (EVR) in Q4 2025, closing a stake of 25,565 shares — an estimated $8.62M sold.

Edgestream Partners first reported a position in EVR in Q3 2022 and held it in 9 quarters. The position peaked at $8.62M in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

Edgestream Partners reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 25,565 Evercore shares in Q4 2025, an estimated $8.62M.
Edgestream Partners first reported a position in Evercore in Q3 2022 and held it in 9 quarters.
Edgestream Partners's Evercore position peaked at $8.62M in Q3 2025.
634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.