Great Diamond Partners’s Evercore EVR Stock Holding History

Great Diamond Partners’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 Q3	$1.28M	Buy	4,963 +92	+2%	+$28K	0.21%	106
2026 Q2	$1.66M	Buy	4,871 +218	+5%	+$74.6K	0.29%	86
2026 Q1	$1.39M	Buy	4,653 +766	+20%	+$251K	0.27%	97
2025 Q4	$1.32M	Buy	3,887 +212	+6%	+$68.1K	0.25%	96
2025 Q3	$1.24M	Buy	3,675 +44	+1%	+$13.8K	0.24%	98
2025 Q2	$980K	Sell	3,631 -5,894	-62%	-$1.3M	0.21%	111
2025 Q1	$1.9M	Buy	9,525 +81	+0.9%	+$20.2K	0.52%	60
2024 Q4	$2.62M	Sell	9,444 -14	-0.1%	-$3.97K	0.68%	40
2024 Q3	$2.4M	Buy	9,458 +6,198	+190%	+$1.48M	0.61%	47
2024 Q2	$679K	Buy	3,260 +6	+0.2%	+$1.17K	0.16%	114
2024 Q1	$627K	Buy	+3,254	New	+$589K	0.14%	120

Other funds holding EVR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Great Diamond Partners's EVR Position: Q3 2026 in Review

Great Diamond Partners increased its Evercore (EVR) stake by 1.9% in Q3 2026, buying an estimated $28K and bringing the position to 4,963 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #106.

Great Diamond Partners first reported a position in EVR in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2024. 471 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Great Diamond Partners held 4,963 shares of Evercore worth $1.28M as of Q3 2026.
Great Diamond Partners bought 92 Evercore shares in Q3 2026, an estimated $28K.
Evercore made up 0.21% of Great Diamond Partners's portfolio in Q3 2026, its #106 holding.
Great Diamond Partners first reported a position in Evercore in Q1 2024 and has held it in 11 quarters since.
Great Diamond Partners's Evercore position peaked at $2.62M in Q4 2024.
471 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.