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Moody Aldrich Partners’s Evercore EVR Stock Holding History

Moody Aldrich Partners’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 		$328K Sell
962
-3
-0.3% -$1.03K 0.06% 145
2026
Q1 		$288K Sell
965
-22
-2% -$7.2K 0.05% 168
2025
Q4 		$336K Sell
987
-2
-0.2% -$643 0.06% 149
2025
Q3 		$334K Sell
989
-3
-0.3% -$940 0.06% 144
2025
Q2 		$268K Sell
992
-21
-2% -$4.62K 0.05% 154
2025
Q1 		$202K Sell
1,013
-1,484
-59% -$370K 0.04% 167
2024
Q4 		$692K Sell
2,497
-11
-0.4% -$3.12K 0.13% 119
2024
Q3 		$635K Sell
2,508
-30,120
-92% -$7.17M 0.12% 118
2024
Q2 		$6.8M Sell
32,628
-28,502
-47% -$5.55M 1.33% 14
2024
Q1 		$11.8M Sell
61,130
-6,098
-9% -$1.1M 2% 2
2023
Q4 		$11.5M Sell
67,228
-13,433
-17% -$1.94M 2.07% 1
2023
Q3 		$11.1M Buy
80,661
+11,520
+17% +$1.56M 2.11% 3
2023
Q2 		$8.55M Buy
69,141
+13,247
+24% +$1.52M 1.66% 13
2023
Q1 		$6.45M Buy
55,894
+7,189
+15% +$894K 1.3% 22
2022
Q4 		$5.31M Buy
48,705
+31,055
+176% +$3.24M 1.08% 29
2022
Q3 		$1.45M Sell
17,650
-46,985
-73% -$4.44M 0.3% 100
2022
Q2 		$6.05M Sell
64,635
-50,441
-44% -$5.37M 1.19% 27
2022
Q1 		$12.8M Buy
115,076
+18,954
+20% +$2.33M 1.8% 12
2021
Q4 		$13.1M Sell
96,122
-16,077
-14% -$2.34M 1.82% 6
2021
Q3 		$15M Buy
112,199
+14,771
+15% +$2.01M 1.9% 5
2021
Q2 		$13.7M Sell
97,428
-11,808
-11% -$1.65M 1.93% 3
2021
Q1 		$14.4M Buy
109,236
+39,000
+56% +$4.76M 2.08% 4
2020
Q4 		$7.7M Buy
70,236
+55,251
+369% +$4.92M 1.24% 21
2020
Q3 		$981K Hold
14,985
– – 0.21% 106
2020
Q2 		$883K Buy
14,985
+5,569
+59% +$303K 0.19% 110
2020
Q1 		$434K Buy
+9,416
New +$631K 0.13% 109

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Moody Aldrich Partners's EVR Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Evercore (EVR) stake by 0.31% in Q2 2026, selling an estimated $1.03K and leaving 962 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #145.

Moody Aldrich Partners first reported a position in EVR in Q1 2020 and has held it in 26 quarters since. The position peaked at $15M in Q3 2021. 354 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Moody Aldrich Partners held 962 shares of Evercore worth $328K as of Q2 2026.
  • Moody Aldrich Partners sold 3 Evercore shares in Q2 2026, an estimated $1.03K.
  • Evercore made up 0.06% of Moody Aldrich Partners's portfolio in Q2 2026, its #145 holding.
  • Moody Aldrich Partners first reported a position in Evercore in Q1 2020 and has held it in 26 quarters since.
  • Moody Aldrich Partners's Evercore position peaked at $15M in Q3 2021.
  • 354 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.