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Physician Wealth Advisors’s Evercore EVR Stock Holding History

Physician 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 		$6.49K Sell
19
-2
-10% -$684 ﹤0.01% 1000
2026
Q1 		$6.27K Buy
21
+1
+5% +$327 ﹤0.01% 934
2025
Q4 		$6.8K Sell
20
-1
-5% -$321 ﹤0.01% 881
2025
Q3 		$7.08K Buy
21
+3
+17% +$940 ﹤0.01% 840
2025
Q2 		$4.86K Buy
18
+9
+100% +$1.98K ﹤0.01% 806
2025
Q1 		$1.8K Buy
+9
New +$2.24K ﹤0.01% 890

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

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

Physician Wealth Advisors reduced its Evercore (EVR) stake by 9.5% in Q2 2026, selling an estimated $684 and leaving 19 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Physician Wealth Advisors first reported a position in EVR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.08K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Physician Wealth Advisors held 19 shares of Evercore worth $6.49K as of Q2 2026.
  • Physician Wealth Advisors sold 2 Evercore shares in Q2 2026, an estimated $684.
  • Evercore made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1000 holding.
  • Physician Wealth Advisors first reported a position in Evercore in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Evercore position peaked at $7.08K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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