Evercore Wealth Management, LLC Purchases in Q2 2025

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROK
Rockwell Automation, Inc

Industrials
200
+ 14.67%
$218.97 - $332.17 $43.8K - $66.4K
1.56K $519K
DLR
Digital Realty Trust, Inc.

Real Estate
440
+ 15.45%
$136.11 - $177.69 $59.9K - $78.2K
3.29K $573K
CME
Cme Group Inc.

Financial Services
500
+ 29.82%
$252.37 - $290.71 $126K - $145K
2.18K $600K
JEF
Jefferies Financial Group Inc.

Financial Services
1.15K
+ 9.57%
$41.06 - $56.09 $47K - $64.2K
13.1K $716K
BBY
Best Buy CO Inc

Consumer Cyclical
1.55K
+ 29.11%
$56.17 - $75.73 $87.1K - $117K
6.88K $461K
MDT
Medtronic PLC

Healthcare
1.56K
+ 6.1%
$80.68 - $88.86 $126K - $138K
27.1K $2.36M
SPGI
S&P Global Inc.

Financial Services
4
+ 0.12%
$438.31 - $527.29 $1.75K - $2.11K
3.28K $1.73M
CI
Cigna Corp

Healthcare
178
+ 8.2%
$301.89 - $340.04 $53.7K - $60.5K
2.35K $776K
SIVR
Abrdn Silver ETF Trust

ETFs
1K
+ 10.53%
$28.36 - $35.37 $28.4K - $35.4K
10.5K $361K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.28%
$451.58 - $565.94 $1.35K - $1.7K
1.06K $576K
TECH
Bio Techne Corp

Healthcare
1.02K
+ 22.39%
$46.66 - $58.38 $47.6K - $59.6K
5.58K $287K
PSX
Phillips 66

Energy
492
+ 3.9%
$92.87 - $125.73 $45.7K - $61.9K
13.1K $1.56M
Rocket Lab Corp
9.5K
New
N/A
9.5K $0
Coreweave Inc
3.6K
New
N/A
3.6K $0
Ge Vernova Inc
668
+ 23.04%
N/A
3.57K $0
Linde PLC
18
+ 1.01%
N/A
1.8K $0
Viking Holdings LTD
95.1K
+ 6.0%
N/A
1.68M $0
AEE
Ameren Corp

Utilities
70
+ 1.94%
$94.23 - $101.68 $6.6K - $7.12K
3.67K $352K
GBDC
Golub Capital Bdc, Inc.

Financial Services
588
+ 1.19%
$13.03 - $15.28 $7.66K - $8.98K
49.8K $730K
CMCSA
Comcast Corp

Communication Services
316
+ 0.89%
$32.84 - $36.72 $10.4K - $11.6K
35.9K $1.28M
GIS
General Mills Inc

Consumer Defensive
376
+ 5.0%
$50.37 - $60.97 $18.9K - $22.9K
7.9K $409K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
27
+ 1.29%
$421.16 - $509.5 $11.4K - $13.8K
2.13K $947K
XLE
Energy Sector Spdr

ETFs
474
+ 3.46%
$76.44 - $94.13 $36.2K - $44.6K
14.2K $1.2M
OTIS
Otis Worldwide Corp

Industrials
49
+ 0.18%
$90.88 - $104.3 $4.45K - $5.11K
27.1K $2.68M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
39.6K
+ 1400.0%
$87.84 - $1441.89 $3.48M - $57.1M
42.4K $3.82M
EOG
Eog Resources Inc

Energy
21K
+ 3.4%
$104.61 - $129.97 $2.2M - $2.74M
639K $76.5M
Activity Summary
Buys All Purchases 77 New Holdings 17 Increased Positions 60 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email