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Private Wealth Management Group’s Eve Holding EVEX Stock Holding History

Private Wealth Management Group’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-322
Closed -$1.28K – 1476
2025
Q4 		$1.28K Hold
322
– – ﹤0.01% 1204
2025
Q3 		$1.23K Hold
322
– – ﹤0.01% 1235
2025
Q2 		$2.21K Hold
322
– – ﹤0.01% 1054
2025
Q1 		$1.07K Buy
+322
New +$1.39K ﹤0.01% 1245

Other funds holding EVEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $211M AUM
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Private Wealth Management Group's EVEX Position: Q1 2026 in Review

Private Wealth Management Group sold out of Eve Holding (EVEX) in Q1 2026, closing a stake of 322 shares — an estimated $1.28K sold.

Private Wealth Management Group first reported a position in EVEX in Q1 2025 and held it in 4 quarters. The position peaked at $2.21K in Q2 2025. 142 funds tracked by Wall St. Rank hold EVEX as of Q1 2026.

  • Private Wealth Management Group reported no remaining Eve Holding position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 322 Eve Holding shares in Q1 2026, an estimated $1.28K.
  • Private Wealth Management Group first reported a position in Eve Holding in Q1 2025 and held it in 4 quarters.
  • Private Wealth Management Group's Eve Holding position peaked at $2.21K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Eve Holding as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.