Woodline Partners’s Evercore EVR Stock Holding History

Woodline Partners’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	$24M	Buy	70,414 +20,331	+41%	+$6.96M	0.07%	327
2026 Q1	$15M	Buy	+50,083	New	+$16.4M	0.06%	407

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Woodline Partners's EVR Position: Q2 2026 in Review

Woodline Partners increased its Evercore (EVR) stake by 41% in Q2 2026, buying an estimated $6.96M and bringing the position to 70,414 shares worth $24M. The position accounts for 0.07% of the portfolio, ranked #327.

Woodline Partners first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Woodline Partners held 70,414 shares of Evercore worth $24M as of Q2 2026.
Woodline Partners bought 20,331 Evercore shares in Q2 2026, an estimated $6.96M.
Evercore made up 0.07% of Woodline Partners's portfolio in Q2 2026, its #327 holding.
Woodline Partners first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.