EWP
EVR icon

Elevation Wealth Partners’s Evercore EVR Stock Holding History

Elevation Wealth 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
2026
Q2 		$17.1K Buy
50
+43
+614% +$14.7K 0.01% 641
2026
Q1 		$2.09K Sell
7
-6
-46% -$1.97K ﹤0.01% 898
2025
Q4 		$4.42K Buy
13
+7
+117% +$2.25K ﹤0.01% 658
2025
Q3 		$2.02K Buy
+6
New +$1.88K ﹤0.01% 645

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

Elevation Wealth Partners's EVR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Evercore (EVR) stake by 614% in Q2 2026, buying an estimated $14.7K and bringing the position to 50 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #641.

Elevation Wealth Partners first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Elevation Wealth Partners held 50 shares of Evercore worth $17.1K as of Q2 2026.
  • Elevation Wealth Partners bought 43 Evercore shares in Q2 2026, an estimated $14.7K.
  • Evercore made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #641 holding.
  • Elevation Wealth Partners first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.