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Turtle Creek Wealth Advisors’s Evercore EVR Stock Holding History

Turtle Creek Wealth Advisors’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 		$231K Sell
773
-156
-17% -$51.1K 0.02% 376
2025
Q4 		$316K Buy
+929
New +$299K 0.02% 291
2024
Q1 		– Sell
-113
Closed -$19.3K – 399
2023
Q4 		$19.3K Buy
+113
New +$16.4K 0.01% 424

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Turtle Creek Wealth Advisors's EVR Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its Evercore (EVR) stake by 17% in Q1 2026, selling an estimated $51.1K and leaving 773 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #376.

Turtle Creek Wealth Advisors first reported a position in EVR in Q4 2023 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Turtle Creek Wealth Advisors held 773 shares of Evercore worth $231K as of Q1 2026.
  • Turtle Creek Wealth Advisors sold 156 Evercore shares in Q1 2026, an estimated $51.1K.
  • Evercore made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #376 holding.
  • Turtle Creek Wealth Advisors first reported a position in Evercore in Q4 2023 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's Evercore position peaked at $316K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.