Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Evercore EVR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$4.34M Sell
12,714
-1,433
-10% -$490K 0.01% 986
2026
Q1 		$4.22M Buy
14,147
+1,660
+13% +$544K 0.01% 946
2025
Q4 		$4.25M Sell
12,487
-7,531
-38% -$2.42M 0.01% 947
2025
Q3 		$6.75M Buy
20,018
+3,155
+19% +$989K 0.01% 743
2025
Q2 		$4.55M Sell
16,863
-13,106
-44% -$2.88M 0.01% 867
2025
Q1 		$5.99M Sell
29,969
-4,562
-13% -$1.14M 0.01% 740
2024
Q4 		$9.57M Buy
+34,531
New +$9.78M 0.02% 559

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's EVR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Evercore (EVR) stake by 10% in Q2 2026, selling an estimated $490K and leaving 12,714 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #986.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.57M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 12,714 shares of Evercore worth $4.34M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 1,433 Evercore shares in Q2 2026, an estimated $490K.
  • Evercore made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #986 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Evercore position peaked at $9.57M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.