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OneDigital Investment Advisors’s Evercore EVR Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-675
Closed -$230K – 1507
2025
Q4 		$230K Sell
675
-14
-2% -$4.5K ﹤0.01% 1369
2025
Q3 		$232K Buy
+689
New +$216K ﹤0.01% 1345

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneDigital Investment Advisors's EVR Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Evercore (EVR) in Q1 2026, closing a stake of 675 shares — an estimated $230K sold.

OneDigital Investment Advisors first reported a position in EVR in Q3 2025 and held it in 2 quarters. The position peaked at $232K in Q3 2025. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 675 Evercore shares in Q1 2026, an estimated $230K.
  • OneDigital Investment Advisors first reported a position in Evercore in Q3 2025 and held it in 2 quarters.
  • OneDigital Investment Advisors's Evercore position peaked at $232K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.