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Elevated Capital Advisors’s Evercore EVR Stock Holding History

Elevated Capital Advisors’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 		$28.7K Sell
84
-25
-23% -$8.55K 0.01% 385
2026
Q1 		$32.5K Sell
109
-1,393
-93% -$456K 0.01% 382
2025
Q4 		$511K Buy
1,502
+387
+35% +$124K 0.12% 195
2025
Q3 		$376K Buy
+1,115
New +$349K 0.09% 223
2025
Q1 		– Sell
-738
Closed -$205K – 256
2024
Q4 		$205K Buy
+738
New +$209K 0.06% 260

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

Elevated Capital Advisors's EVR Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Evercore (EVR) stake by 23% in Q2 2026, selling an estimated $8.55K and leaving 84 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #385.

Elevated Capital Advisors first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $511K in Q4 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Elevated Capital Advisors held 84 shares of Evercore worth $28.7K as of Q2 2026.
  • Elevated Capital Advisors sold 25 Evercore shares in Q2 2026, an estimated $8.55K.
  • Evercore made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #385 holding.
  • Elevated Capital Advisors first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • Elevated Capital Advisors's Evercore position peaked at $511K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.