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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
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 $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

Insight Wealth Partners's EVR Position: Q1 2026 in Review

Insight Wealth Partners held its Evercore (EVR) position steady in Q1 2026 at 1,254 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #89.

Insight Wealth Partners first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. The position peaked at $427K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Insight Wealth Partners held 1,254 shares of Evercore worth $374K as of Q1 2026.
  • Insight Wealth Partners left its Evercore share count unchanged in Q1 2026.
  • Evercore made up 0.05% of Insight Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Insight Wealth Partners first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • Insight Wealth Partners's Evercore position peaked at $427K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.