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Heritage Wealth Management (Ohio)’s Evercore EVR Stock Holding History

Heritage Wealth Management (Ohio)’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 		$341K Hold
1,000
– – 0.09% 210
2026
Q1 		$299K Hold
1,000
– – 0.15% 129
2025
Q4 		$340K Hold
1,000
– – 0.09% 189
2025
Q3 		$337K Hold
1,000
– – 0.1% 179
2025
Q2 		$270K Buy
+1,000
New +$220K 0.09% 193
2025
Q1 		– Sell
-1,000
Closed -$277K – 233
2024
Q4 		$277K Hold
1,000
– – 0.09% 196
2024
Q3 		$253K Hold
1,000
– – 0.08% 199
2024
Q2 		$213K Buy
+1,000
New +$195K 0.07% 212

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

Heritage Wealth Management (Ohio)'s EVR Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Evercore (EVR) position steady in Q2 2026 at 1,000 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #210.

Heritage Wealth Management (Ohio) first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 1,000 shares of Evercore worth $341K as of Q2 2026.
  • Heritage Wealth Management (Ohio) left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #210 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.