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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's EVR Position: Q1 2026 in Review

Ray Dalio reduced its Evercore (EVR) stake by 17% in Q1 2026, selling an estimated $5.89M and leaving 90,438 shares worth $27M. The position accounts for 0.12% of the portfolio, ranked #121.

Ray Dalio first reported a position in EVR in Q2 2022 and has held it in 13 quarters since. The position peaked at $36.9M in Q4 2025. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Ray Dalio held 90,438 shares of Evercore worth $27M as of Q1 2026.
  • Ray Dalio sold 17,987 Evercore shares in Q1 2026, an estimated $5.89M.
  • Evercore made up 0.12% of Ray Dalio's portfolio in Q1 2026, its #121 holding.
  • Ray Dalio first reported a position in Evercore in Q2 2022 and has held it in 13 quarters since.
  • Ray Dalio's Evercore position peaked at $36.9M in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.