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Impact Partnership Wealth’s Evercore EVR Stock Holding History

Impact Partnership Wealth’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 		$1.09M Buy
3,204
+422
+15% +$144K 0.11% 125
2026
Q1 		$830K Buy
2,782
+366
+15% +$120K 0.1% 137
2025
Q4 		$822K Buy
+2,416
New +$777K 0.11% 133
2025
Q1 		– Sell
-725
Closed -$201K – 288
2024
Q4 		$201K Sell
725
-208
-22% -$58.9K 0.04% 276
2024
Q3 		$236K Sell
933
-151
-14% -$35.9K 0.05% 211
2024
Q2 		$226K Buy
1,084
+480
+79% +$93.4K 0.06% 191
2024
Q1 		$116K Sell
604
-22
-4% -$3.98K 0.05% 238
2023
Q4 		$107K Sell
626
-307
-33% -$44.4K 0.04% 234
2023
Q3 		$129K Buy
+933
New +$127K 0.04% 268

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

Impact Partnership Wealth's EVR Position: Q2 2026 in Review

Impact Partnership Wealth increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $144K and bringing the position to 3,204 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #125.

Impact Partnership Wealth first reported a position in EVR in Q3 2023 and has held it in 9 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Impact Partnership Wealth held 3,204 shares of Evercore worth $1.09M as of Q2 2026.
  • Impact Partnership Wealth bought 422 Evercore shares in Q2 2026, an estimated $144K.
  • Evercore made up 0.11% of Impact Partnership Wealth's portfolio in Q2 2026, its #125 holding.
  • Impact Partnership Wealth first reported a position in Evercore in Q3 2023 and has held it in 9 quarters since.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.