Oak Harvest Investment Services’s Evercore EVR Stock Holding History

Oak Harvest Investment Services’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	$5.03M	Buy	+14,733	New	+$5.04M	0.47%	72

Other funds holding EVR

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Oak Harvest Investment Services's EVR Position: Q2 2026 in Review

Oak Harvest Investment Services opened a new position in Evercore (EVR) in Q2 2026: 14,733 shares worth $5.03M. The stake represents 0.47% of the portfolio and ranks #72 among its holdings.

153 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Oak Harvest Investment Services held 14,733 shares of Evercore worth $5.03M as of Q2 2026.
Evercore was a new Oak Harvest Investment Services position in Q2 2026.
Evercore made up 0.47% of Oak Harvest Investment Services's portfolio in Q2 2026, its #72 holding.
153 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.