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Evercore Wealth Management’s Generac Holdings GNRC Stock Holding History

Evercore Wealth Management’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$108M Sell
370,495
-15,654
-4% -$3.92M 1.53% 20
2026
Q1 		$75.4M Sell
386,149
-8,866
-2% -$1.7M 1.19% 25
2025
Q4 		$53.9M Sell
395,015
-8,489
-2% -$1.37M 0.79% 35
2025
Q3 		$67.5M Sell
403,504
-28,641
-7% -$5.02M 0.99% 31
2025
Q2 		$61.9M Buy
432,145
+8,563
+2% +$1.04M 0.96% 35
2025
Q1 		$53.6M Sell
423,582
-6,486
-2% -$931K 0.86% 36
2024
Q4 		$66.7M Buy
430,068
+17,711
+4% +$3.06M 1% 35
2024
Q3 		$65.5M Buy
412,357
+19,482
+5% +$2.89M 0.98% 36
2024
Q2 		$51.9M Buy
392,875
+3,820
+1% +$528K 0.82% 37
2024
Q1 		$49.1M Buy
389,055
+21,147
+6% +$2.48M 0.77% 39
2023
Q4 		$47.5M Buy
367,908
+20,292
+6% +$2.23M 0.8% 39
2023
Q3 		$37.9M Buy
347,616
+27,704
+9% +$3.43M 0.71% 41
2023
Q2 		$47.7M Buy
319,912
+40,127
+14% +$4.57M 0.88% 39
2023
Q1 		$30.2M Buy
279,785
+59,172
+27% +$6.84M 0.6% 43
2022
Q4 		$22.2M Sell
220,613
-16,328
-7% -$1.85M 0.47% 47
2022
Q3 		$42.2M Buy
236,941
+27,150
+13% +$6.22M 0.95% 35
2022
Q2 		$44.2M Buy
+209,791
New +$51.6M 0.93% 37

Other funds holding GNRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evercore Wealth Management's GNRC Position: Q2 2026 in Review

Evercore Wealth Management reduced its Generac Holdings (GNRC) stake by 4.1% in Q2 2026, selling an estimated $3.92M and leaving 370,495 shares worth $108M. The position accounts for 1.53% of the portfolio, ranked #20.

Evercore Wealth Management first reported a position in GNRC in Q2 2022 and has held it in 17 quarters since. 1,001 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • Evercore Wealth Management held 370,495 shares of Generac Holdings worth $108M as of Q2 2026.
  • Evercore Wealth Management sold 15,654 Generac Holdings shares in Q2 2026, an estimated $3.92M.
  • Generac Holdings made up 1.53% of Evercore Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Evercore Wealth Management first reported a position in Generac Holdings in Q2 2022 and has held it in 17 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.