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Whipplewood Advisors’s Evercore EVR Stock Holding History

Whipplewood Advisors’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 		$2.39K Sell
7
-17
-71% -$5.82K ﹤0.01% 397
2026
Q1 		$7.16K Buy
+24
New +$7.86K ﹤0.01% 546
2025
Q3 		– Sell
-38
Closed -$10.3K – 593
2025
Q2 		$10.3K Buy
38
+33
+660% +$7.26K 0.01% 561
2025
Q1 		$7.59K Sell
5
-33
-87% -$8.22K ﹤0.01% 611
2024
Q4 		$10.5K Buy
+38
New +$10.8K 0.01% 549

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

Whipplewood Advisors's EVR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Evercore (EVR) stake by 71% in Q2 2026, selling an estimated $5.82K and leaving 7 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Whipplewood Advisors first reported a position in EVR in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.5K in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Evercore worth $2.39K as of Q2 2026.
  • Whipplewood Advisors sold 17 Evercore shares in Q2 2026, an estimated $5.82K.
  • Evercore made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #397 holding.
  • Whipplewood Advisors first reported a position in Evercore in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Evercore position peaked at $10.5K in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.