HighTower Advisors
EVR icon

HighTower Advisors’s Evercore EVR Stock Holding History

HighTower Advisors’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 		$2.03M Sell
5,959
-2,397
-29% -$820K ﹤0.01% 1761
2026
Q1 		$2.49M Buy
8,356
+1,701
+26% +$557K ﹤0.01% 1586
2025
Q4 		$2.26M Buy
6,655
+187
+3% +$60.1K ﹤0.01% 1600
2025
Q3 		$2.18M Buy
6,468
+130
+2% +$40.7K ﹤0.01% 1582
2025
Q2 		$1.71M Sell
6,338
-630
-9% -$139K ﹤0.01% 1654
2025
Q1 		$1.39M Buy
6,968
+111
+2% +$27.7K ﹤0.01% 1745
2024
Q4 		$1.9M Buy
6,857
+1,480
+28% +$419K ﹤0.01% 1547
2024
Q3 		$1.37M Buy
5,377
+547
+11% +$130K ﹤0.01% 1732
2024
Q2 		$1.01M Sell
4,830
-592
-11% -$115K ﹤0.01% 1857
2024
Q1 		$1.05M Buy
5,422
+76
+1% +$13.8K ﹤0.01% 1774
2023
Q4 		$918K Buy
5,346
+701
+15% +$101K ﹤0.01% 1884
2023
Q3 		$641K Buy
4,645
+712
+18% +$96.7K ﹤0.01% 2055
2023
Q2 		$480K Buy
3,933
+1,788
+83% +$206K ﹤0.01% 2230
2023
Q1 		$251K Buy
+2,145
New +$267K ﹤0.01% 2579

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

HighTower Advisors's EVR Position: Q2 2026 in Review

HighTower Advisors reduced its Evercore (EVR) stake by 29% in Q2 2026, selling an estimated $820K and leaving 5,959 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

HighTower Advisors first reported a position in EVR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.49M in Q1 2026. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • HighTower Advisors held 5,959 shares of Evercore worth $2.03M as of Q2 2026.
  • HighTower Advisors sold 2,397 Evercore shares in Q2 2026, an estimated $820K.
  • Evercore made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1761 holding.
  • HighTower Advisors first reported a position in Evercore in Q1 2023 and has held it in 14 quarters since.
  • HighTower Advisors's Evercore position peaked at $2.49M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.