Meeder Advisory Services’s Evercore EVR Stock Holding History

Meeder Advisory Services’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	$330K	Sell	967 -4	-0.4%	-$1.37K	0.01%	524
2026 Q1	$290K	Buy	971 +99	+11%	+$32.4K	0.01%	528
2025 Q4	$297K	Buy	872 +128	+17%	+$41.1K	0.01%	530
2025 Q3	$251K	Buy	+744	New	+$233K	0.01%	532

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Meeder Advisory Services's EVR Position: Q2 2026 in Review

Meeder Advisory Services reduced its Evercore (EVR) stake by 0.41% in Q2 2026, selling an estimated $1.37K and leaving 967 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #524.

Meeder Advisory Services first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Meeder Advisory Services held 967 shares of Evercore worth $330K as of Q2 2026.
Meeder Advisory Services sold 4 Evercore shares in Q2 2026, an estimated $1.37K.
Evercore made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #524 holding.
Meeder Advisory Services first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.