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MASECO Private Wealth’s Evercore EVR Stock Holding History

MASECO Private Wealth’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 		– Sell
-160
Closed -$54.5K – 439
2025
Q4 		$54.5K Hold
160
– – ﹤0.01% 166
2025
Q3 		$53.9K Buy
160
+1
+0.6% +$313 ﹤0.01% 85
2025
Q2 		$43K Buy
+159
New +$35K ﹤0.01% 181

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

MASECO Private Wealth's EVR Position: Q1 2026 in Review

MASECO Private Wealth sold out of Evercore (EVR) in Q1 2026, closing a stake of 160 shares — an estimated $54.5K sold.

MASECO Private Wealth first reported a position in EVR in Q2 2025 and held it in 3 quarters. The position peaked at $54.5K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • MASECO Private Wealth reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 160 Evercore shares in Q1 2026, an estimated $54.5K.
  • MASECO Private Wealth first reported a position in Evercore in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Evercore position peaked at $54.5K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.