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Opal Wealth Advisors’s Evercore EVR Stock Holding History

Opal Wealth 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
Q2 		– Sell
-98
Closed -$29.3K – 352
2026
Q1 		$29.3K Buy
+98
New +$32.1K 0.01% 512
2025
Q3 		– Sell
-99
Closed -$26.7K – 319
2025
Q2 		$26.7K Buy
+99
New +$21.8K 0.01% 497
2024
Q3 		– Sell
-242
Closed -$50.4K – 514
2024
Q2 		$50.4K Buy
+242
New +$47.1K 0.02% 357

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

Opal Wealth Advisors's EVR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Evercore (EVR) in Q2 2026, closing a stake of 98 shares — an estimated $29.3K sold.

Opal Wealth Advisors first reported a position in EVR in Q2 2024 and held it in 3 quarters. The position peaked at $50.4K in Q2 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 98 Evercore shares in Q2 2026, an estimated $29.3K.
  • Opal Wealth Advisors first reported a position in Evercore in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Evercore position peaked at $50.4K in Q2 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.