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Precision Wealth Strategies’s Evercore EVR Stock Holding History

Precision Wealth Strategies’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 		$514K Sell
1,505
-125
-8% -$42.8K 0.15% 128
2026
Q1 		$487K Buy
1,630
+69
+4% +$22.6K 0.16% 127
2025
Q4 		$531K Sell
1,561
-475
-23% -$153K 0.17% 116
2025
Q3 		$687K Buy
+2,036
New +$638K 0.22% 99

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

Precision Wealth Strategies's EVR Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Evercore (EVR) stake by 7.7% in Q2 2026, selling an estimated $42.8K and leaving 1,505 shares worth $514K. The position accounts for 0.15% of the portfolio, ranked #128.

Precision Wealth Strategies first reported a position in EVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $687K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Precision Wealth Strategies held 1,505 shares of Evercore worth $514K as of Q2 2026.
  • Precision Wealth Strategies sold 125 Evercore shares in Q2 2026, an estimated $42.8K.
  • Evercore made up 0.15% of Precision Wealth Strategies's portfolio in Q2 2026, its #128 holding.
  • Precision Wealth Strategies first reported a position in Evercore in Q3 2025 and has held it in 4 quarters since.
  • Precision Wealth Strategies's Evercore position peaked at $687K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.