Unique Wealth Strategies’s Evercore EVR Stock Holding History

Unique Wealth Strategies’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
2025 Q2	–	Sell	-2,387	Closed	-$477K	–	211
2025 Q1	$477K	Buy	+2,387	New	+$595K	0.22%	143

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's EVR Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Evercore (EVR) in Q2 2025, closing a stake of 2,387 shares — an estimated $477K sold.

Unique Wealth Strategies first reported a position in EVR in Q1 2025 and held it in 1 quarter. The position peaked at $477K in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Unique Wealth Strategies reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Unique Wealth Strategies sold 2,387 Evercore shares in Q2 2025, an estimated $477K.
Unique Wealth Strategies first reported a position in Evercore in Q1 2025 and held it in 1 quarter.
Unique Wealth Strategies's Evercore position peaked at $477K in Q1 2025.
565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.