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Northwest Wealth Management’s Evercore EVR Stock Holding History

Northwest Wealth 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 		$283K Buy
829
+149
+22% +$51K 0.04% 203
2026
Q1 		$203K Buy
+680
New +$223K 0.03% 246

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

Northwest Wealth Management's EVR Position: Q2 2026 in Review

Northwest Wealth Management increased its Evercore (EVR) stake by 22% in Q2 2026, buying an estimated $51K and bringing the position to 829 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #203.

Northwest Wealth Management first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Northwest Wealth Management held 829 shares of Evercore worth $283K as of Q2 2026.
  • Northwest Wealth Management bought 149 Evercore shares in Q2 2026, an estimated $51K.
  • Evercore made up 0.04% of Northwest Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Northwest Wealth Management first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.