MPWT
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MassMutual Private Wealth & Trust’s Evercore EVR Stock Holding History

MassMutual Private Wealth & Trust’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 		$79.9K Sell
234
-33
-12% -$11.3K ﹤0.01% 635
2026
Q1 		$79.7K Buy
267
+26
+11% +$8.51K ﹤0.01% 626
2025
Q4 		$82K Sell
241
-2
-0.8% -$643 ﹤0.01% 640
2025
Q3 		$82K Hold
243
– – ﹤0.01% 652
2025
Q2 		$65.6K Buy
243
+2
+0.8% +$440 ﹤0.01% 710
2025
Q1 		$48.1K Buy
241
+92
+62% +$22.9K ﹤0.01% 746
2024
Q4 		$41.3K Buy
149
+30
+25% +$8.5K ﹤0.01% 796
2024
Q3 		$30.1K Buy
119
+25
+27% +$5.95K ﹤0.01% 805
2024
Q2 		$19.6K Sell
94
-31
-25% -$6.03K ﹤0.01% 865
2024
Q1 		$24.1K Buy
125
+1
+0.8% +$181 ﹤0.01% 785
2023
Q4 		$21.2K Buy
124
+17
+16% +$2.46K ﹤0.01% 804
2023
Q3 		$14.8K Buy
107
+7
+7% +$950 ﹤0.01% 878
2023
Q2 		$12.4K Sell
100
-4
-4% -$460 ﹤0.01% 902
2023
Q1 		$12K Buy
104
+54
+108% +$6.71K ﹤0.01% 882
2022
Q4 		$5K Sell
50
-15
-23% -$1.57K ﹤0.01% 983
2022
Q3 		$5K Sell
65
-6
-8% -$567 ﹤0.01% 937
2022
Q2 		$7K Buy
71
+65
+1,083% +$6.93K ﹤0.01% 794
2022
Q1 		$1K Buy
+6
New +$738 ﹤0.01% 1314
2016
Q1 		– Sell
-27
Closed -$1.29K – 854
2015
Q4 		$1.46K Buy
+27
New +$1.46K ﹤0.01% 683
2015
Q2 		– Sell
-3,231
Closed -$167K – 761
2015
Q1 		$167K Buy
+3,231
New +$164K 0.03% 293

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

MassMutual Private Wealth & Trust's EVR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Evercore (EVR) stake by 12% in Q2 2026, selling an estimated $11.3K and leaving 234 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

MassMutual Private Wealth & Trust first reported a position in EVR in Q1 2015 and has held it in 20 quarters since. The position peaked at $167K in Q1 2015. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 234 shares of Evercore worth $79.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 33 Evercore shares in Q2 2026, an estimated $11.3K.
  • Evercore made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #635 holding.
  • MassMutual Private Wealth & Trust first reported a position in Evercore in Q1 2015 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Evercore position peaked at $167K in Q1 2015.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.