GIA
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GHP Investment Advisors’s Evercore EVR Stock Holding History

GHP Investment 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
Q2 		$58.7K Hold
172
– – ﹤0.01% 546
2026
Q1 		$51.3K Buy
172
+127
+282% +$41.6K ﹤0.01% 544
2025
Q4 		$15.3K Hold
45
– – ﹤0.01% 682
2025
Q3 		$15.2K Hold
45
– – ﹤0.01% 664
2025
Q2 		$12.2K Hold
45
– – ﹤0.01% 693
2025
Q1 		$8.99K Hold
45
– – ﹤0.01% 705
2024
Q4 		$12.5K Hold
45
– – ﹤0.01% 670
2024
Q3 		$11.4K Buy
+45
New +$10.7K ﹤0.01% 702
2023
Q4 		– Sell
-45
Closed -$5.9K – 878
2023
Q3 		$5.9K Hold
45
– – ﹤0.01% 770
2023
Q2 		$6.22K Buy
+45
New +$5.18K ﹤0.01% 754
2022
Q4 		– Sell
-364
Closed -$30K – 942
2022
Q3 		$30K Buy
+364
New +$34.4K ﹤0.01% 534

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

GHP Investment Advisors's EVR Position: Q2 2026 in Review

GHP Investment Advisors held its Evercore (EVR) position steady in Q2 2026 at 172 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

GHP Investment Advisors first reported a position in EVR in Q3 2022 and has held it in 11 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • GHP Investment Advisors held 172 shares of Evercore worth $58.7K as of Q2 2026.
  • GHP Investment Advisors left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #546 holding.
  • GHP Investment Advisors first reported a position in Evercore in Q3 2022 and has held it in 11 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.