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INTECH Investment Management’s Evercore EVR Stock Holding History

INTECH Investment Management’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 		$1.89M Sell
5,524
-3,782
-41% -$1.29M 0.02% 739
2026
Q1 		$2.78M Buy
9,306
+3,750
+67% +$1.23M 0.03% 562
2025
Q4 		$1.89M Buy
5,556
+758
+16% +$244K 0.02% 768
2025
Q3 		$1.62M Sell
4,798
-42,794
-90% -$13.4M 0.01% 895
2025
Q2 		$12.9M Buy
47,592
+938
+2% +$206K 0.12% 133
2025
Q1 		$9.32M Buy
46,654
+19,839
+74% +$4.94M 0.1% 177
2024
Q4 		$7.43M Buy
26,815
+25,152
+1,512% +$7.12M 0.07% 231
2024
Q3 		$421K Sell
1,663
-3,910
-70% -$931K ﹤0.01% 1323
2024
Q2 		$1.16M Buy
+5,573
New +$1.08M 0.01% 590
2024
Q1 		– Sell
-2,078
Closed -$355K – 683
2023
Q4 		$355K Sell
2,078
-592
-22% -$85.7K 0.01% 612
2023
Q3 		$368K Buy
+2,670
New +$362K 0.01% 625

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 $3.38T AUM 44.17% 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

INTECH Investment Management's EVR Position: Q2 2026 in Review

INTECH Investment Management reduced its Evercore (EVR) stake by 41% in Q2 2026, selling an estimated $1.29M and leaving 5,524 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #739.

INTECH Investment Management first reported a position in EVR in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.9M in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • INTECH Investment Management held 5,524 shares of Evercore worth $1.89M as of Q2 2026.
  • INTECH Investment Management sold 3,782 Evercore shares in Q2 2026, an estimated $1.29M.
  • Evercore made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #739 holding.
  • INTECH Investment Management first reported a position in Evercore in Q3 2023 and has held it in 11 quarters since.
  • INTECH Investment Management's Evercore position peaked at $12.9M in Q2 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.