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 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Great Diamond Partners's EVR Position: Q2 2026 in Review

Great Diamond Partners increased its Evercore (EVR) stake by 4.7% in Q2 2026, buying an estimated $74.6K and bringing the position to 4,871 shares worth $1.66M. The position accounts for 0.29% of the portfolio, ranked #86.

Great Diamond Partners first reported a position in EVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.62M in Q4 2024. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Great Diamond Partners held 4,871 shares of Evercore worth $1.66M as of Q2 2026.
Great Diamond Partners bought 218 Evercore shares in Q2 2026, an estimated $74.6K.
Evercore made up 0.29% of Great Diamond Partners's portfolio in Q2 2026, its #86 holding.
Great Diamond Partners first reported a position in Evercore in Q1 2024 and has held it in 10 quarters since.
Great Diamond Partners's Evercore position peaked at $2.62M in Q4 2024.
243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.