Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Evercore EVR Stock Holding History

Northwestern Mutual 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
Q1 		$2.55M Buy
8,553
+503
+6% +$165K ﹤0.01% 1025
2025
Q4 		$2.74M Sell
8,050
-785
-9% -$252K ﹤0.01% 955
2025
Q3 		$2.98M Sell
8,835
-344
-4% -$108K ﹤0.01% 889
2025
Q2 		$2.48M Sell
9,179
-159,465
-95% -$35.1M ﹤0.01% 886
2025
Q1 		$33.7M Buy
168,644
+163,160
+2,975% +$40.7M 0.03% 285
2024
Q4 		$1.52M Sell
5,484
-289
-5% -$81.9K ﹤0.01% 932
2024
Q3 		$1.46M Sell
5,773
-179
-3% -$42.6K ﹤0.01% 939
2024
Q2 		$1.24M Sell
5,952
-10
-0.2% -$1.95K ﹤0.01% 956
2024
Q1 		$1.15M Sell
5,962
-636
-10% -$115K ﹤0.01% 966
2023
Q4 		$1.13M Sell
6,598
-2,899
-31% -$420K ﹤0.01% 934
2023
Q3 		$1.31M Sell
9,497
-117
-1% -$15.9K ﹤0.01% 851
2023
Q2 		$1.19M Sell
9,614
-96
-1% -$11K ﹤0.01% 882
2023
Q1 		$1.12M Sell
9,710
-236
-2% -$29.3K ﹤0.01% 864
2022
Q4 		$1.08M Sell
9,946
-1,799
-15% -$188K ﹤0.01% 848
2022
Q3 		$966K Sell
11,745
-691
-6% -$65.3K ﹤0.01% 832
2022
Q2 		$1.16M Sell
12,436
-169
-1% -$18K ﹤0.01% 783
2022
Q1 		$1.4M Buy
12,605
+1,818
+17% +$224K ﹤0.01% 738
2021
Q4 		$1.47M Buy
10,787
+491
+5% +$71.6K ﹤0.01% 696
2021
Q3 		$1.38M Buy
10,296
+392
+4% +$53.3K ﹤0.01% 665
2021
Q2 		$1.39M Buy
9,904
+620
+7% +$86.7K ﹤0.01% 649
2021
Q1 		$1.22M Buy
9,284
+1,996
+27% +$244K ﹤0.01% 634
2020
Q4 		$799K Buy
7,288
+4,134
+131% +$368K ﹤0.01% 701
2020
Q3 		$206K Sell
3,154
-64
-2% -$3.88K ﹤0.01% 1017
2020
Q2 		$190K Buy
3,218
+2,150
+201% +$117K ﹤0.01% 988
2020
Q1 		$50K Buy
1,068
+265
+33% +$17.7K ﹤0.01% 1380
2019
Q4 		$60K Buy
803
+104
+15% +$7.93K ﹤0.01% 1396
2019
Q3 		$56K Buy
699
+132
+23% +$10.9K ﹤0.01% 1383
2019
Q2 		$50K Buy
567
+80
+16% +$7.12K ﹤0.01% 1379
2019
Q1 		$44K Buy
487
+260
+115% +$22.8K ﹤0.01% 1404
2018
Q4 		$16K Buy
227
+12
+6% +$985 ﹤0.01% 1673
2018
Q3 		$22K Buy
215
+7
+3% +$754 ﹤0.01% 1616
2018
Q2 		$22K Buy
208
+71
+52% +$7.32K ﹤0.01% 1562
2018
Q1 		$12K Sell
137
-187
-58% -$17.6K ﹤0.01% 1696
2017
Q4 		$29K Sell
324
-55
-15% -$4.59K ﹤0.01% 1365
2017
Q3 		$30K Buy
379
+83
+28% +$6.24K ﹤0.01% 1314
2017
Q2 		$21K Buy
296
+121
+69% +$8.8K ﹤0.01% 1371
2017
Q1 		$13K Sell
175
-151
-46% -$11.7K ﹤0.01% 1461
2016
Q4 		$23K Buy
+326
New +$20K ﹤0.01% 1303
2016
Q3 		– Sell
-177
Closed -$7K – 592
2016
Q2 		$7K Buy
177
+117
+195% +$5.83K ﹤0.01% 1480
2016
Q1 		$3K Buy
60
+50
+500% +$2.39K ﹤0.01% 1797
2015
Q4 		$1K Sell
10
-18
-64% -$972 ﹤0.01% 1495
2015
Q3 		$1K Buy
28
+7
+33% +$383 ﹤0.01% 1552
2015
Q2 		$2K Buy
21
+10
+91% +$510 ﹤0.01% 1258
2015
Q1 		$1K Sell
11
-18
-62% -$915 ﹤0.01% 1448
2014
Q4 		$2K Hold
29
– – ﹤0.01% 1501
2014
Q3 		$2K Buy
29
+18
+164% +$932 ﹤0.01% 1187
2014
Q2 		$1K Hold
11
– – ﹤0.01% 1192
2014
Q1 		$1K Buy
+11
New +$629 ﹤0.01% 1199
2013
Q4 		– Sell
-50
Closed -$2K – 1417
2013
Q3 		$2K Buy
+50
New +$2.3K ﹤0.01% 1177

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

Northwestern Mutual Wealth Management's EVR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Evercore (EVR) stake by 6.2% in Q1 2026, buying an estimated $165K and bringing the position to 8,553 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Northwestern Mutual Wealth Management first reported a position in EVR in Q3 2013 and has held it in 49 quarters since. The position peaked at $33.7M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Northwestern Mutual Wealth Management held 8,553 shares of Evercore worth $2.55M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 503 Evercore shares in Q1 2026, an estimated $165K.
  • Evercore made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1025 holding.
  • Northwestern Mutual Wealth Management first reported a position in Evercore in Q3 2013 and has held it in 49 quarters since.
  • Northwestern Mutual Wealth Management's Evercore position peaked at $33.7M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.