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Morningstar Investment Management’s Evercore EVR Stock Holding History

Morningstar Investment 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 		$748K Hold
2,506
– – 0.05% 228
2026
Q1 		$748K Buy
+2,506
New +$821K 0.05% 226

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Morningstar Investment Management's EVR Position: Q2 2026 in Review

Morningstar Investment Management held its Evercore (EVR) position steady in Q2 2026 at 2,506 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #228.

Morningstar Investment Management first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Morningstar Investment Management held 2,506 shares of Evercore worth $748K as of Q2 2026.
  • Morningstar Investment Management left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #228 holding.
  • Morningstar Investment Management first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.