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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
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 $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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments's EVR Position: Q1 2026 in Review

Horizon Investments increased its Evercore (EVR) stake by 1,687% in Q1 2026, buying an estimated $5.23M and bringing the position to 16,919 shares worth $5.05M. The position accounts for 0.06% of the portfolio, ranked #289.

Horizon Investments first reported a position in EVR in Q1 2023 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Horizon Investments held 16,919 shares of Evercore worth $5.05M as of Q1 2026.
  • Horizon Investments bought 15,972 Evercore shares in Q1 2026, an estimated $5.23M.
  • Evercore made up 0.06% of Horizon Investments's portfolio in Q1 2026, its #289 holding.
  • Horizon Investments first reported a position in Evercore in Q1 2023 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.