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Horizon Investments’s Evercore EVR Stock Holding History

Horizon Investments’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 		$8.37M Buy
24,521
+7,602
+45% +$2.6M 0.09% 190
2026
Q1 		$5.05M Buy
16,919
+15,972
+1,687% +$5.23M 0.06% 289
2025
Q4 		$322K Buy
947
+939
+11,738% +$302K ﹤0.01% 898
2025
Q3 		$2.7K Buy
+8
New +$2.51K ﹤0.01% 1079
2025
Q1 		– Sell
-7
Closed -$1.94K – 886
2024
Q4 		$1.94K Buy
+7
New +$1.98K ﹤0.01% 730
2024
Q3 		– Sell
-5
Closed -$1.04K – 851
2024
Q2 		$1.04K Buy
+5
New +$973 ﹤0.01% 752
2024
Q1 		– Sell
-2
Closed -$342 – 827
2023
Q4 		$342 Hold
2
– – ﹤0.01% 782
2023
Q3 		$276 Buy
+2
New +$271 ﹤0.01% 760
2023
Q2 		– Sell
-2
Closed -$231 – 774
2023
Q1 		$231 Buy
+2
New +$249 ﹤0.01% 746

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 $3.38T AUM 44.17% 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

Horizon Investments's EVR Position: Q2 2026 in Review

Horizon Investments increased its Evercore (EVR) stake by 45% in Q2 2026, buying an estimated $2.6M and bringing the position to 24,521 shares worth $8.37M. The position accounts for 0.09% of the portfolio, ranked #190.

Horizon Investments first reported a position in EVR in Q1 2023 and has held it in 9 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Horizon Investments held 24,521 shares of Evercore worth $8.37M as of Q2 2026.
  • Horizon Investments bought 7,602 Evercore shares in Q2 2026, an estimated $2.6M.
  • Evercore made up 0.09% of Horizon Investments's portfolio in Q2 2026, its #190 holding.
  • Horizon Investments first reported a position in Evercore in Q1 2023 and has held it in 9 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.