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
Q2 		$388K Buy
1,137
+147
+15% +$50.3K ﹤0.01% 938
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 $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

NewEdge Wealth's EVR Position: Q2 2026 in Review

NewEdge Wealth increased its Evercore (EVR) stake by 15% in Q2 2026, buying an estimated $50.3K and bringing the position to 1,137 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

NewEdge Wealth first reported a position in EVR in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.9M in Q4 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • NewEdge Wealth held 1,137 shares of Evercore worth $388K as of Q2 2026.
  • NewEdge Wealth bought 147 Evercore shares in Q2 2026, an estimated $50.3K.
  • Evercore made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #938 holding.
  • NewEdge Wealth first reported a position in Evercore in Q1 2021 and has held it in 20 quarters since.
  • NewEdge Wealth's Evercore position peaked at $6.9M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.