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Insight Wealth Partners’s Evercore EVR Stock Holding History

Insight Wealth Partners’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 		$418K Sell
1,223
-31
-2% -$10.6K 0.06% 91
2026
Q1 		$374K Hold
1,254
– – 0.05% 89
2025
Q4 		$427K Hold
1,254
– – 0.06% 79
2025
Q3 		$423K Buy
1,254
+31
+3% +$9.71K 0.13% 76
2025
Q2 		$330K Hold
1,223
– – 0.13% 83
2025
Q1 		$244K Hold
1,223
– – 0.04% 96
2024
Q4 		$339K Hold
1,223
– – 0.05% 80
2024
Q3 		$310K Buy
1,223
+55
+5% +$13.1K 0.06% 83
2024
Q2 		$243K Buy
+1,168
New +$227K 0.04% 82

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

Insight Wealth Partners's EVR Position: Q2 2026 in Review

Insight Wealth Partners reduced its Evercore (EVR) stake by 2.5% in Q2 2026, selling an estimated $10.6K and leaving 1,223 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #91.

Insight Wealth Partners first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $427K in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Insight Wealth Partners held 1,223 shares of Evercore worth $418K as of Q2 2026.
  • Insight Wealth Partners sold 31 Evercore shares in Q2 2026, an estimated $10.6K.
  • Evercore made up 0.06% of Insight Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Insight Wealth Partners first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • Insight Wealth Partners's Evercore position peaked at $427K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.