UBS AM
EVR icon

UBS AM’s Evercore EVR Stock Holding History

UBS AM’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 		$30.5M Buy
89,248
+1,955
+2% +$669K 0.01% 785
2026
Q1 		$26.1M Buy
87,293
+2,434
+3% +$797K 0.01% 793
2025
Q4 		$28.9M Sell
84,859
-9,450
-10% -$3.04M 0.01% 738
2025
Q3 		$31.8M Sell
94,309
-48,222
-34% -$15.1M 0.01% 688
2025
Q2 		$38.5M Buy
142,531
+37,133
+35% +$8.17M 0.01% 785
2025
Q1 		$21.1M Buy
105,398
+289
+0.3% +$72K 0.01% 944
2024
Q4 		$29.1M Buy
105,109
+5,763
+6% +$1.63M 0.01% 810
2024
Q3 		$25.2M Sell
99,346
-60,696
-38% -$14.4M 0.01% 863
2024
Q2 		$33.4M Buy
160,042
+31,720
+25% +$6.17M 0.01% 712
2024
Q1 		$24.7M Buy
128,322
+573
+0.4% +$104K 0.01% 736
2023
Q4 		$21.9M Buy
127,749
+4,131
+3% +$598K 0.01% 749
2023
Q3 		$17M Sell
123,618
-15,672
-11% -$2.13M 0.01% 796
2023
Q2 		$16.1M Hold
139,290
– – 0.01% 816
2023
Q1 		$16.1M Sell
139,290
-50,358
-27% -$6.26M 0.01% 816
2022
Q4 		$20.7M Buy
189,648
+196
+0.1% +$20.5K 0.01% 749
2022
Q3 		$15.6M Sell
189,452
-19,409
-9% -$1.84M 0.01% 827
2022
Q2 		$19.6M Buy
208,861
+7,619
+4% +$812K 0.01% 744
2022
Q1 		$22.4M Buy
201,242
+25,290
+14% +$3.11M 0.01% 823
2021
Q4 		$23.9M Buy
175,952
+7,684
+5% +$1.12M 0.01% 860
2021
Q3 		$22.5M Sell
168,268
-8,186
-5% -$1.11M 0.01% 836
2021
Q2 		$24.8M Sell
176,454
-14,092
-7% -$1.97M 0.01% 832
2021
Q1 		$25.1M Buy
190,546
+50,838
+36% +$6.21M 0.01% 805
2020
Q4 		$15.3M Buy
139,708
+69,972
+100% +$6.23M 0.01% 921
2020
Q3 		$4.56M Buy
69,736
+4,843
+7% +$294K ﹤0.01% 1189
2020
Q2 		$3.82M Sell
64,893
-15,568
-19% -$847K ﹤0.01% 1238
2020
Q1 		$3.71M Buy
80,461
+17,790
+28% +$1.19M ﹤0.01% 1163
2019
Q4 		$4.69M Buy
62,671
+3,842
+7% +$293K ﹤0.01% 1218
2019
Q3 		$4.71M Buy
58,829
+1,285
+2% +$106K ﹤0.01% 1227
2019
Q2 		$5.1M Sell
57,544
-4,693
-8% -$418K ﹤0.01% 1203
2019
Q1 		$5.66M Buy
62,237
+5,076
+9% +$446K ﹤0.01% 1107
2018
Q4 		$4.09M Sell
57,161
-7,758
-12% -$637K ﹤0.01% 1163
2018
Q3 		$6.53M Buy
64,919
+5,404
+9% +$582K ﹤0.01% 1052
2018
Q2 		$6.28M Buy
59,515
+24,737
+71% +$2.55M ﹤0.01% 1074
2018
Q1 		$3.03M Buy
34,778
+3,263
+10% +$307K ﹤0.01% 1302
2017
Q4 		$2.84M Buy
31,515
+629
+2% +$52.5K ﹤0.01% 1295
2017
Q3 		$2.48M Sell
30,886
-256
-0.8% -$19.2K ﹤0.01% 1317
2017
Q2 		$2.2M Buy
31,142
+470
+2% +$34.2K ﹤0.01% 1328
2017
Q1 		$2.39M Buy
30,672
+1,995
+7% +$155K ﹤0.01% 1278
2016
Q4 		$1.97M Sell
28,677
-10,408
-27% -$640K ﹤0.01% 1289
2016
Q3 		$2.01M Buy
39,085
+241
+0.6% +$12.1K ﹤0.01% 1372
2016
Q2 		$1.72M Sell
38,844
-21,718
-36% -$1.08M ﹤0.01% 1412
2016
Q1 		$3.13M Sell
60,562
-7,398
-11% -$354K ﹤0.01% 1182
2015
Q4 		$3.67M Buy
67,960
+7,241
+12% +$391K ﹤0.01% 1181
2015
Q3 		$3.05M Buy
60,719
+4,220
+7% +$231K ﹤0.01% 1244
2015
Q2 		$3.05M Buy
56,499
+3,652
+7% +$186K ﹤0.01% 1223
2015
Q1 		$2.73M Sell
52,847
-1,386
-3% -$70.4K ﹤0.01% 1231
2014
Q4 		$2.84M Sell
54,233
-16,275
-23% -$815K ﹤0.01% 1200
2014
Q3 		$3.31M Sell
70,508
-612
-0.9% -$31.7K ﹤0.01% 1134
2014
Q2 		$4.1M Buy
71,120
+10,479
+17% +$575K ﹤0.01% 1088
2014
Q1 		$3.35M Buy
60,641
+1,318
+2% +$75.4K ﹤0.01% 1145
2013
Q4 		$3.55M Sell
59,323
-1,075
-2% -$57.2K ﹤0.01% 1101
2013
Q3 		$2.97M Sell
60,398
-13,391
-18% -$616K ﹤0.01% 1112
2013
Q2 		$2.9M Buy
+73,789
New +$2.86M ﹤0.01% 1093

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

UBS AM's EVR Position: Q2 2026 in Review

UBS AM increased its Evercore (EVR) stake by 2.2% in Q2 2026, buying an estimated $669K and bringing the position to 89,248 shares worth $30.5M. The position accounts for 0.01% of the portfolio, ranked #785.

UBS AM first reported a position in EVR in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.5M in Q2 2025. 710 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • UBS AM held 89,248 shares of Evercore worth $30.5M as of Q2 2026.
  • UBS AM bought 1,955 Evercore shares in Q2 2026, an estimated $669K.
  • Evercore made up 0.01% of UBS AM's portfolio in Q2 2026, its #785 holding.
  • UBS AM first reported a position in Evercore in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's Evercore position peaked at $38.5M in Q2 2025.
  • 710 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.