Evercore Wealth Management Portfolio holdings
Evercore Wealth Management is the wealth management business of Evercore, an investment banking advisory firm that holds a majority stake in it. Founded in September 2008, it serves multi-generational families, executives, business owners, foundations and endowments, and its affiliate Evercore Trust Company offers trust and custody services. Client portfolios are invested mainly in stocks and bonds the firm manages itself, along with its own mutual funds and outside managers. It also advises a mutual fund, the Evercore Equity Fund, and a private equity fund.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$86M |
| 2 |
Amphenol
APH
|
+$72.2M |
| 3 |
ServiceNow
NOW
|
+$57.8M |
| 4 |
Casey's General Stores
CASY
|
+$30.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$13.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$44.9M |
| 2 |
Mercado Libre
MELI
|
+$39.9M |
| 3 |
Comfort Systems
FIX
|
+$39.8M |
| 4 |
American Tower
AMT
|
+$28.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$25.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.48% |
| 2 | Financials | 18.61% |
| 3 | Consumer Discretionary | 14.63% |
| 4 | Miscellaneous | 13.26% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
301
Vanguard Extended Market ETF
VXF
$30B
| $432K | 0.01% |
1,755
| – | – |
2023 Q2
12 quarters
|
|
302
Air Products & Chemicals
APD
$70.5B
| $431K | 0.01% |
1,470
-12
| -0.8% | -$3.49K |
2013 Q2
52 quarters
|
|
303
Expedia Group
EXPE
$34.3B
| $423K | 0.01% |
1,655
| – | – |
2020 Q2
24 quarters
|
|
304
Quanta Services
PWR
$93.5B
| $423K | 0.01% |
587
| – | – |
2025 Q2
4 quarters
|
|
305
Invesco Next Gen Connectivity ETF
KNCT
$146M
| $422K | 0.01% |
2,000
| – | – |
2024 Q3
7 quarters
|
|
306
DELISTED
Webster Financial
WBS
| $417K | 0.01% |
5,462
-760
| -12% | -$55.3K |
2023 Q4
10 quarters
|
|
307
AutoNation
AN
$5.8B
| $413K | 0.01% |
2,225
| – | – |
2013 Q2
52 quarters
|
|
308
iShares Russell Mid-Cap Growth ETF
IWP
$18.5B
| $408K | 0.01% |
2,784
-715
| -20% | -$98.6K |
2023 Q4
10 quarters
|
|
309
Ameren
AEE
$30.6B
| $407K | 0.01% |
3,600
-70
| -2% | -$7.74K |
2013 Q2
52 quarters
|
|
310
Northrop Grumman
NOC
$79.2B
| $407K | 0.01% |
799
-3
| -0.4% | -$1.73K |
2025 Q2
4 quarters
|
|
311
Verisk Analytics
VRSK
$25.5B
| $406K | 0.01% |
2,260
| – | – |
2019 Q1
29 quarters
|
|
312
Markel Group
MKL
$22.9B
| $396K | 0.01% |
203
| – | – |
2024 Q1
9 quarters
|
|
313
VanEck Gold Miners ETF
GDX
$23.8B
| $395K | 0.01% |
5,232
| – | – |
2024 Q3
7 quarters
|
|
314
Republic Services
RSG
$74.3B
| $391K | 0.01% |
1,836
| – | – |
2023 Q4
10 quarters
|
|
315
SLB Ltd
SLB
$79.3B
| $390K | 0.01% |
8,398
-510
| -6% | -$27.3K |
2013 Q2
52 quarters
|
|
316
Intuitive Surgical
ISRG
$153B
| $387K | 0.01% |
972
-57
| -6% | -$24.9K |
2022 Q4
14 quarters
|
|
317
Fermi Inc
FRMI
$1.67B
| $385K | 0.01% |
42,000
+2,000
| +5% | +$12.6K |
2025 Q4
2 quarters
|
|
318
Sensient Technologies
SXT
$5.01B
| $382K | 0.01% |
3,100
-900
| -23% | -$100K |
2020 Q2
24 quarters
|
|
319
iShares Russell 2000 Growth ETF
IWO
$13.8B
| $375K | 0.01% |
951
| – | – |
2018 Q3
31 quarters
|
|
320
SpaceX
SPCX
$1.83T
| $374K | 0.01% |
+2,191
| New | +$372K |
2026 Q2
0 quarters
|
|
321
Public Storage
PSA
$60.7B
| $374K | 0.01% |
1,174
| – | – |
2013 Q2
52 quarters
|
|
322
CoreWeave
CRWV
$30.3B
| $358K | 0.01% |
3,600
| – | – |
2025 Q2
4 quarters
|
|
323
Raymond James Financial
RJF
$30.2B
| $354K | 0.01% |
2,328
-100
| -4% | -$15.2K |
2021 Q1
21 quarters
|
|
324
Apollo Global Management
APO
$68.4B
| $353K | 0.01% |
2,980
-1
| -0% | -$126 |
2022 Q1
17 quarters
|
|
325
Domino's
DPZ
$10.3B
| $346K | ﹤0.01% |
1,170
-355
| -23% | -$117K |
2018 Q1
33 quarters
|
|
Similar funds
Evercore Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.
- Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
- Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
- Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
- Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
- Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
- Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
- Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.