Gruss & Co’s Evercore EVR Stock Holding History

Gruss & Co’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	–	Sell	-1,000	Closed	-$299K	–	37
2026 Q1	$299K	Buy	+1,000	New	+$327K	0.7%	23
2025 Q2	–	Sell	-1,500	Closed	-$300K	–	23
2025 Q1	$300K	Buy	+1,500	New	+$374K	1.31%	16

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Gruss & Co's EVR Position: Q2 2026 in Review

Gruss & Co sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,000 shares — an estimated $299K sold.

Gruss & Co first reported a position in EVR in Q1 2025 and held it in 2 quarters. The position peaked at $300K in Q1 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Gruss & Co reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
Gruss & Co sold 1,000 Evercore shares in Q2 2026, an estimated $299K.
Gruss & Co first reported a position in Evercore in Q1 2025 and held it in 2 quarters.
Gruss & Co's Evercore position peaked at $300K in Q1 2025.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Gruss & Co's 13F filing for Q2 2026, filed 5 Aug 2026.