EWA
EVR icon

EverSource Wealth Advisors’s Evercore EVR Stock Holding History

EverSource Wealth 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
Q1 		$853K Buy
2,859
+1,085
+61% +$355K 0.03% 429
2025
Q4 		$604K Buy
1,774
+58
+3% +$18.6K 0.02% 479
2025
Q3 		$579K Buy
1,716
+233
+16% +$73K 0.02% 448
2025
Q2 		$400K Buy
1,483
+729
+97% +$160K 0.02% 535
2025
Q1 		$151K Buy
754
+42
+6% +$10.5K 0.01% 768
2024
Q4 		$197K Buy
712
+79
+12% +$22.4K 0.01% 661
2024
Q3 		$160K Sell
633
-265
-30% -$63.1K 0.01% 630
2024
Q2 		$225K Buy
898
+20
+2% +$3.89K 0.01% 522
2024
Q1 		$159K Sell
878
-61
-6% -$11K 0.01% 563
2023
Q4 		$161K Buy
939
+88
+10% +$12.7K 0.01% 492
2023
Q3 		$117K Buy
851
+23
+3% +$3.12K 0.01% 514
2023
Q2 		$102K Sell
828
-118
-12% -$13.6K 0.01% 575
2023
Q1 		$109K Buy
946
+18
+2% +$2.24K 0.01% 516
2022
Q4 		$101K Buy
928
+105
+13% +$11K 0.02% 502
2022
Q3 		$68K Buy
823
+17
+2% +$1.61K 0.02% 548
2022
Q2 		$75K Buy
+806
New +$85.9K 0.02% 464

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return