Envestnet Portfolio Solutions
EVR icon

Envestnet Portfolio Solutions’s Evercore EVR Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-1,296
Closed -$259K – 1559
2025
Q1 		$259K Sell
1,296
-853
-40% -$213K ﹤0.01% 1362
2024
Q4 		$596K Sell
2,149
-139
-6% -$39.4K ﹤0.01% 1148
2024
Q3 		$580K Sell
2,288
-12
-0.5% -$2.86K ﹤0.01% 1120
2024
Q2 		$479K Sell
2,300
-57
-2% -$11.1K ﹤0.01% 1162
2024
Q1 		$454K Buy
2,357
+578
+32% +$105K ﹤0.01% 1163
2023
Q4 		$304K Sell
1,779
-7
-0.4% -$1.01K ﹤0.01% 1280
2023
Q3 		$246K Buy
+1,786
New +$242K ﹤0.01% 1332

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's EVR Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,296 shares — an estimated $259K sold.

Envestnet Portfolio Solutions first reported a position in EVR in Q3 2023 and held it in 7 quarters. The position peaked at $596K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,296 Evercore shares in Q2 2025, an estimated $259K.
  • Envestnet Portfolio Solutions first reported a position in Evercore in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Evercore position peaked at $596K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.