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University of Texas/Texas AM Investment Management Co (UTIMCO)’s Evercore EVR Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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 		– Sell
-17,781
Closed -$5.31M – 439
2026
Q1 		$5.31M Buy
+17,781
New +$5.82M 0.77% 20
2025
Q4 		– Sell
-17,171
Closed -$5.79M – 337
2025
Q3 		$5.79M Sell
17,171
-6,844
-28% -$2.14M 0.84% 22
2025
Q2 		$6.48M Buy
+24,015
New +$5.28M 1.02% 20

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

University of Texas/Texas AM Investment Management Co (UTIMCO)'s EVR Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Evercore (EVR) in Q2 2026, closing a stake of 17,781 shares — an estimated $5.31M sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in EVR in Q2 2025 and held it in 3 quarters. The position peaked at $6.48M in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 17,781 Evercore shares in Q2 2026, an estimated $5.31M.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Evercore in Q2 2025 and held it in 3 quarters.
  • University of Texas/Texas AM Investment Management Co (UTIMCO)'s Evercore position peaked at $6.48M in Q2 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.