NW
EVR icon

NewEdge Wealth’s Evercore EVR Stock Holding History

NewEdge 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 		$296K Sell
990
-127
-11% -$41.6K ﹤0.01% 967
2025
Q4 		$380K Sell
1,117
-148
-12% -$47.6K ﹤0.01% 940
2025
Q3 		$384K Buy
1,265
+1
+0.1% +$313 0.01% 815
2025
Q2 		$376K Sell
1,264
-152
-11% -$33.4K 0.01% 774
2025
Q1 		$283K Sell
1,416
-418
-23% -$104K 0.01% 786
2024
Q4 		$508K Sell
1,834
-164
-8% -$46.5K 0.01% 633
2024
Q3 		$506K Buy
1,998
+74
+4% +$17.6K 0.01% 614
2024
Q2 		$401K Buy
1,924
+72
+4% +$14K 0.01% 594
2024
Q1 		$346K Sell
1,852
-217
-10% -$39.3K 0.01% 635
2023
Q4 		$354K Sell
2,069
-198
-9% -$28.7K 0.01% 583
2023
Q3 		$313K Buy
2,267
+176
+8% +$23.9K 0.01% 536
2023
Q2 		$258K Buy
2,091
+77
+4% +$8.86K 0.01% 563
2023
Q1 		$232K Buy
2,014
+102
+5% +$12.7K 0.01% 553
2022
Q4 		$209K Buy
+1,912
New +$200K 0.01% 511
2022
Q2 		– Sell
-56,343
Closed -$6.27M – 557
2022
Q1 		$6.27M Buy
56,343
+5,574
+11% +$686K 0.28% 96
2021
Q4 		$6.9M Buy
50,769
+1,297
+3% +$189K 0.29% 88
2021
Q3 		$6.61M Buy
49,472
+3,280
+7% +$446K 0.39% 72
2021
Q2 		$6.5M Buy
46,192
+5,595
+14% +$782K 0.5% 65
2021
Q1 		$5.35M Buy
+40,597
New +$4.96M 0.53% 62

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

NewEdge Wealth's EVR Position: Q1 2026 in Review

NewEdge Wealth reduced its Evercore (EVR) stake by 11% in Q1 2026, selling an estimated $41.6K and leaving 990 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

NewEdge Wealth first reported a position in EVR in Q1 2021 and has held it in 19 quarters since. The position peaked at $6.9M in Q4 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • NewEdge Wealth held 990 shares of Evercore worth $296K as of Q1 2026.
  • NewEdge Wealth sold 127 Evercore shares in Q1 2026, an estimated $41.6K.
  • Evercore made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #967 holding.
  • NewEdge Wealth first reported a position in Evercore in Q1 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Evercore position peaked at $6.9M in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.