Wealth Enhancement Advisory Services
EVR icon

Wealth Enhancement Advisory Services’s Evercore EVR Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.3M Buy
26,830
+4,762
+22% +$1.63M 0.01% 759
2026
Q1 		$6.36M Buy
22,068
+7,109
+48% +$2.33M 0.01% 780
2025
Q4 		$5.61M Buy
14,959
+32
+0.2% +$10.3K 0.01% 960
2025
Q3 		$4.84M Buy
14,927
+2,442
+20% +$765K 0.01% 965
2025
Q2 		$3.59M Buy
12,485
+7,929
+174% +$1.74M 0.01% 1058
2025
Q1 		$910K Sell
4,556
-1,323
-23% -$330K ﹤0.01% 1646
2024
Q4 		$1.63M Buy
5,879
+2,342
+66% +$663K ﹤0.01% 1281
2024
Q3 		$896K Buy
3,537
+816
+30% +$194K ﹤0.01% 1470
2024
Q2 		$567K Buy
2,721
+171
+7% +$33.3K ﹤0.01% 1572
2024
Q1 		$491K Buy
2,550
+152
+6% +$27.5K ﹤0.01% 1599
2023
Q4 		$410K Buy
2,398
+414
+21% +$59.9K ﹤0.01% 1635
2023
Q3 		$274K Buy
+1,984
New +$269K ﹤0.01% 1796

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

Wealth Enhancement Advisory Services's EVR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Evercore (EVR) stake by 22% in Q2 2026, buying an estimated $1.63M and bringing the position to 26,830 shares worth $8.3M. The position accounts for 0.01% of the portfolio, ranked #759.

Wealth Enhancement Advisory Services first reported a position in EVR in Q3 2023 and has held it in 12 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 26,830 shares of Evercore worth $8.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,762 Evercore shares in Q2 2026, an estimated $1.63M.
  • Evercore made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #759 holding.
  • Wealth Enhancement Advisory Services first reported a position in Evercore in Q3 2023 and has held it in 12 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.