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Sachetta’s Evercore EVR Stock Holding History

Sachetta’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 		$683 Hold
2
– – ﹤0.01% 923
2026
Q1 		$598 Buy
+2
New +$655 ﹤0.01% 1018
2025
Q2 		– Sell
-4
Closed -$799 – 1130
2025
Q1 		$799 Hold
4
– – ﹤0.01% 971
2024
Q4 		$1.11K Hold
4
– – ﹤0.01% 976
2024
Q3 		$1.01K Hold
4
– – ﹤0.01% 1028
2024
Q2 		$989 Buy
+4
New +$778 ﹤0.01% 1050

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

Sachetta's EVR Position: Q2 2026 in Review

Sachetta held its Evercore (EVR) position steady in Q2 2026 at 2 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Sachetta first reported a position in EVR in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.11K in Q4 2024. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Sachetta held 2 shares of Evercore worth $683 as of Q2 2026.
  • Sachetta left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #923 holding.
  • Sachetta first reported a position in Evercore in Q2 2024 and has held it in 6 quarters since.
  • Sachetta's Evercore position peaked at $1.11K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.