Northwestern Mutual Investment Management Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.97M | Buy |
8,701
+37
| +0.4% | +$12.7K | 0.03% | 200 |
|
|
2026
Q1 | $2.59M | Buy |
8,664
+11
| +0.1% | +$3.6K | 0.04% | 214 |
|
|
2025
Q4 | $2.94M | Buy |
8,653
+49
| +0.6% | +$15.7K | 0.03% | 174 |
|
|
2025
Q3 | $2.9M | Buy |
8,604
+577
| +7% | +$181K | 0.04% | 175 |
|
|
2025
Q2 | $2.17M | Buy |
8,027
+155
| +2% | +$34.1K | 0.03% | 239 |
|
|
2025
Q1 | $1.57M | Buy |
7,872
+4
| +0.1% | +$997 | 0.02% | 348 |
|
|
2024
Q4 | $2.18M | Sell |
7,868
-42
| -0.5% | -$11.9K | 0.05% | 220 |
|
|
2024
Q3 | $2M | Buy |
7,910
+1
| +0% | +$238 | 0.05% | 248 |
|
|
2024
Q2 | $1.65M | Buy |
7,909
+179
| +2% | +$34.8K | 0.04% | 303 |
|
|
2024
Q1 | $1.49M | Buy |
7,730
+19
| +0.2% | +$3.44K | 0.04% | 355 |
|
|
2023
Q4 | $1.32M | Sell |
7,711
-19
| -0.2% | -$2.75K | 0.03% | 379 |
|
|
2023
Q3 | $1.07M | Sell |
7,730
-111
| -1% | -$15.1K | 0.03% | 423 |
|
|
2023
Q2 | $969K | Sell |
7,841
-87
| -1% | -$10K | 0.03% | 490 |
|
|
2023
Q1 | $915K | Buy |
7,928
+4,621
| +140% | +$574K | 0.02% | 503 |
|
|
2022
Q4 | $361K | Sell |
3,307
-1,895
| -36% | -$198K | 0.01% | 670 |
|
|
2022
Q3 | $428K | Sell |
5,202
-1,593
| -23% | -$151K | 0.01% | 705 |
|
|
2022
Q2 | $636K | Buy |
6,795
+314
| +5% | +$33.5K | 0.01% | 601 |
|
|
2022
Q1 | $721K | Buy |
6,481
+13
| +0.2% | +$1.6K | 0.02% | 626 |
|
|
2021
Q4 | $879K | Sell |
6,468
-83
| -1% | -$12.1K | 0.02% | 579 |
|
|
2021
Q3 | $876K | Sell |
6,551
-269
| -4% | -$36.6K | 0.02% | 550 |
|
|
2021
Q2 | $960K | Sell |
6,820
-190
| -3% | -$26.6K | 0.02% | 507 |
|
|
2021
Q1 | $923K | Sell |
7,010
-6,961
| -50% | -$850K | 0.02% | 497 |
|
|
2020
Q4 | $1.53M | Sell |
13,971
-134
| -1% | -$11.9K | 0.02% | 434 |
|
|
2020
Q3 | $831K | Hold |
14,105
| – | – | 0.01% | 612 |
|
|
2020
Q2 | $831K | Buy |
14,105
+532
| +4% | +$28.9K | 0.01% | 614 |
|
|
2020
Q1 | $625K | Buy |
13,573
+2,409
| +22% | +$161K | 0.01% | 623 |
|
|
2019
Q4 | $835K | Sell |
11,164
-204
| -2% | -$15.5K | 0.02% | 584 |
|
|
2019
Q3 | $911K | Sell |
11,368
-344
| -3% | -$28.5K | 0.02% | 524 |
|
|
2019
Q2 | $1.04M | Buy |
11,712
+4,419
| +61% | +$393K | 0.02% | 454 |
|
|
2019
Q1 | $664K | Sell |
7,293
-357
| -5% | -$31.4K | 0.01% | 719 |
|
|
2018
Q4 | $547K | Sell |
7,650
-70
| -0.9% | -$5.75K | 0.01% | 756 |
|
|
2018
Q3 | $776K | Sell |
7,720
-284
| -4% | -$30.6K | 0.01% | 712 |
|
|
2018
Q2 | $844K | Sell |
8,004
-406
| -5% | -$41.9K | 0.01% | 699 |
|
|
2018
Q1 | $733K | Buy |
+8,410
| New | +$792K | 0.01% | 738 |
|
Other funds holding EVR
Northwestern Mutual Investment Management Company's EVR Position: Q2 2026 in Review
Northwestern Mutual Investment Management Company increased its Evercore (EVR) stake by 0.43% in Q2 2026, buying an estimated $12.7K and bringing the position to 8,701 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #200.
Northwestern Mutual Investment Management Company first reported a position in EVR in Q1 2018 and has held it in 34 quarters since. 488 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Northwestern Mutual Investment Management Company held 8,701 shares of Evercore worth $2.97M as of Q2 2026.
- Northwestern Mutual Investment Management Company bought 37 Evercore shares in Q2 2026, an estimated $12.7K.
- Evercore made up 0.03% of Northwestern Mutual Investment Management Company's portfolio in Q2 2026, its #200 holding.
- Northwestern Mutual Investment Management Company first reported a position in Evercore in Q1 2018 and has held it in 34 quarters since.
- 488 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Northwestern Mutual Investment Management Company's 13F filing for Q2 2026, filed 12 Aug 2026.