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Legacy Wealth Asset Management’s Evercore EVR Stock Holding History

Legacy Wealth Asset 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 		$1.2M Sell
3,521
-150
-4% -$51.3K 0.26% 100
2026
Q1 		$1.1M Sell
3,671
-135
-4% -$44.2K 0.27% 105
2025
Q4 		$1.29M Sell
3,806
-7
-0.2% -$2.25K 0.32% 84
2025
Q3 		$1.29M Sell
3,813
-877
-19% -$275K 0.31% 88
2025
Q2 		$1.27M Buy
4,690
+170
+4% +$37.4K 0.32% 81
2025
Q1 		$903K Sell
4,520
-171
-4% -$42.6K 0.25% 103
2024
Q4 		$1.3M Sell
4,691
-426
-8% -$121K 0.35% 70
2024
Q3 		$1.3M Sell
5,117
-36
-0.7% -$8.57K 0.35% 79
2024
Q2 		$1.07M Sell
5,153
-8
-0.2% -$1.56K 0.3% 90
2024
Q1 		$994K Sell
5,161
-15
-0.3% -$2.71K 0.28% 100
2023
Q4 		$885K Sell
5,176
-592
-10% -$85.7K 0.29% 102
2023
Q3 		$795K Sell
5,768
-75
-1% -$10.2K 0.29% 106
2023
Q2 		$722K Sell
5,843
-104
-2% -$12K 0.25% 120
2023
Q1 		$686K Sell
5,947
-704
-11% -$87.5K 0.25% 134
2022
Q4 		$725K Sell
6,651
-35
-0.5% -$3.65K 0.28% 123
2022
Q3 		$550K Sell
6,686
-66
-1% -$6.24K 0.24% 149
2022
Q2 		$632K Buy
6,752
+218
+3% +$23.2K 0.26% 147
2022
Q1 		$727K Buy
6,534
+246
+4% +$30.3K 0.26% 152
2021
Q4 		$854K Buy
6,288
+305
+5% +$44.5K 0.29% 136
2021
Q3 		$800K Buy
5,983
+830
+16% +$113K 0.37% 105
2021
Q2 		$725K Sell
5,153
-589
-10% -$82.3K 0.32% 129
2021
Q1 		$756K Buy
5,742
+23
+0.4% +$2.81K 0.35% 113
2020
Q4 		$627K Buy
+5,719
New +$509K 0.32% 131

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

Legacy Wealth Asset Management's EVR Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Evercore (EVR) stake by 4.1% in Q2 2026, selling an estimated $51.3K and leaving 3,521 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #100.

Legacy Wealth Asset Management first reported a position in EVR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Legacy Wealth Asset Management held 3,521 shares of Evercore worth $1.2M as of Q2 2026.
  • Legacy Wealth Asset Management sold 150 Evercore shares in Q2 2026, an estimated $51.3K.
  • Evercore made up 0.26% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #100 holding.
  • Legacy Wealth Asset Management first reported a position in Evercore in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Evercore position peaked at $1.3M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.