Evercore Wealth Management, LLC
CIK 1482689
13F filing for Q2 2026・No. 723
- Holdings
- US$7.07B
- Quarter change
- +US$708.45M
- Entries
- 734
- Net bought (estimate)
- +US$18.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 22
- Cut 174
- Added 81
- Corporate actions 4
- Unchanged 141
Largest holdings
433 stocks worth US$7.07B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 2,151,462 | US$430.49M | 6.09% |
| AAPLAppleCOM | Cut | 1,474,930 | US$426.79M | 6.04% |
| MSFTMicrosoftCOM | Cut | 783,550 | US$292.28M | 4.14% |
| GOOGALPHABET INCCAP STK CL C | Cut | 815,308 | US$288.07M | 4.08% |
| AMZNAmazonCOM | Cut | 1,113,972 | US$265.5M | 3.76% |
| GOOGLAlphabetCAP STK CL A | Cut | 677,951 | US$242.28M | 3.43% |
| MSMORGAN STANLEYCOM NEW | Cut | 1,088,168 | US$227.47M | 3.22% |
| FIXCOMFORT SYS USA INCCOM | Cut | 112,392 | US$222.76M | 3.15% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 389,561 | US$200.08M | 2.83% |
| WMBWILLIAMS COS INCCOM | Cut | 2,347,956 | US$174.55M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.