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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s EVR Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Evercore (EVR) position steady in Q1 2026 at 1,000 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #129.

Heritage Wealth Management (Ohio) first reported a position in EVR in Q2 2024 and has held it in 7 quarters since. The position peaked at $340K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Heritage Wealth Management (Ohio) held 1,000 shares of Evercore worth $299K as of Q1 2026.
Heritage Wealth Management (Ohio) left its Evercore share count unchanged in Q1 2026.
Evercore made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #129 holding.
Heritage Wealth Management (Ohio) first reported a position in Evercore in Q2 2024 and has held it in 7 quarters since.
Heritage Wealth Management (Ohio)'s Evercore position peaked at $340K in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.