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True Wealth Design’s Evercore EVR Stock Holding History

True Wealth Design’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 		$179K Buy
524
+157
+43% +$53.7K 0.04% 134
2026
Q1 		$110K Buy
367
+117
+47% +$38.3K 0.03% 190
2025
Q4 		$85.1K Sell
250
-3
-1% -$964 0.02% 211
2025
Q3 		$85.3K Buy
253
+161
+175% +$50.5K 0.03% 197
2025
Q2 		$24.8K Buy
92
+72
+360% +$15.8K 0.01% 331
2025
Q1 		$4K Sell
20
-133
-87% -$33.1K ﹤0.01% 757
2024
Q4 		$42.4K Buy
153
+22
+17% +$6.23K 0.02% 196
2024
Q3 		$33.2K Buy
+131
New +$31.2K 0.01% 220

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

True Wealth Design's EVR Position: Q2 2026 in Review

True Wealth Design increased its Evercore (EVR) stake by 43% in Q2 2026, buying an estimated $53.7K and bringing the position to 524 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #134.

True Wealth Design first reported a position in EVR in Q3 2024 and has held it in 8 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • True Wealth Design held 524 shares of Evercore worth $179K as of Q2 2026.
  • True Wealth Design bought 157 Evercore shares in Q2 2026, an estimated $53.7K.
  • Evercore made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #134 holding.
  • True Wealth Design first reported a position in Evercore in Q3 2024 and has held it in 8 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.