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 Q3	$312K	Sell	1,213 -10	-0.8%	-$3.04K	0.04%	107
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%	+$9.7K	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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Insight Wealth Partners's EVR Position: Q3 2026 in Review

Insight Wealth Partners reduced its Evercore (EVR) stake by 0.82% in Q3 2026, selling an estimated $3.04K and leaving 1,213 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #107.

Insight Wealth Partners first reported a position in EVR in Q2 2024 and has held it in 10 quarters since. The position peaked at $427K in Q4 2025. 160 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

Insight Wealth Partners held 1,213 shares of Evercore worth $312K as of Q3 2026.
Insight Wealth Partners sold 10 Evercore shares in Q3 2026, an estimated $3.04K.
Evercore made up 0.04% of Insight Wealth Partners's portfolio in Q3 2026, its #107 holding.
Insight Wealth Partners first reported a position in Evercore in Q2 2024 and has held it in 10 quarters since.
Insight Wealth Partners's Evercore position peaked at $427K in Q4 2025.
160 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.