Ray Dalio
EVR icon

Ray Dalio’s Evercore EVR Stock Holding History

Ray Dalio’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 		$11.3M Sell
33,194
-57,244
-63% -$19.6M 0.05% 319
2026
Q1 		$27M Sell
90,438
-17,987
-17% -$5.89M 0.12% 121
2025
Q4 		$36.9M Buy
108,425
+37,142
+52% +$11.9M 0.13% 121
2025
Q3 		$24M Buy
71,283
+66,540
+1,403% +$20.9M 0.09% 176
2025
Q2 		$1.28M Sell
4,743
-40,543
-90% -$8.92M 0.01% 456
2025
Q1 		$9.04M Buy
45,286
+12,031
+36% +$3M 0.04% 274
2024
Q4 		$9.22M Buy
33,255
+8,492
+34% +$2.41M 0.04% 268
2024
Q3 		$6.27M Buy
24,763
+6,872
+38% +$1.64M 0.04% 337
2024
Q2 		$3.73M Sell
17,891
-55,618
-76% -$10.8M 0.02% 414
2024
Q1 		$14.2M Sell
73,509
-6,903
-9% -$1.25M 0.07% 208
2023
Q4 		$13.8M Buy
80,412
+21,058
+35% +$3.05M 0.08% 197
2023
Q3 		$8.18M Buy
59,354
+41,438
+231% +$5.63M 0.05% 268
2023
Q2 		$2.21M Buy
+17,916
New +$2.06M 0.01% 447
2022
Q3 		– Sell
-62,877
Closed -$5.89M – 916
2022
Q2 		$5.89M Buy
+62,877
New +$6.7M 0.02% 452

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 $3.38T AUM 44.17% 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

Ray Dalio's EVR Position: Q2 2026 in Review

Ray Dalio reduced its Evercore (EVR) stake by 63% in Q2 2026, selling an estimated $19.6M and leaving 33,194 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #319.

Ray Dalio first reported a position in EVR in Q2 2022 and has held it in 14 quarters since. The position peaked at $36.9M in Q4 2025. 714 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Ray Dalio held 33,194 shares of Evercore worth $11.3M as of Q2 2026.
  • Ray Dalio sold 57,244 Evercore shares in Q2 2026, an estimated $19.6M.
  • Evercore made up 0.05% of Ray Dalio's portfolio in Q2 2026, its #319 holding.
  • Ray Dalio first reported a position in Evercore in Q2 2022 and has held it in 14 quarters since.
  • Ray Dalio's Evercore position peaked at $36.9M in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.