Evercore Wealth Management, LLC Reduced Holdings in Q3 2025

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-213K
- 58.65%
$232.56 - $304.78 $49.6M - $65M
150K $37.1M
UNH
Unitedhealth Group Inc

Healthcare
-164K
- 53.03%
$237.77 - $353.61 $39.1M - $58.1M
146K $50.3M
CROX
Crocs, Inc.

Consumer Cyclical
-58K
- 7.3%
$74.39 - $108.79 $4.31M - $6.31M
736K $61.5M
AMT
American Tower Corp

Real Estate
-8.75K
- 2.16%
$192.32 - $232.35 $1.68M - $2.03M
397K $76.3M
FISV
Fiserv Inc

Technology
-91.1K
- 27.67%
N/A
238K $29.8M
CDW
Cdw Corp

Technology
-333
- 0.07%
$156.97 - $182.84 $52.3K - $60.9K
501K $79.8M
COST
Costco Wholesale Corp

Consumer Defensive
-2.14K
- 2.06%
$915.95 - $994.57 $1.96M - $2.13M
102K $94.2M
EOG
Eog Resources Inc

Energy
-9.88K
- 1.55%
$112.12 - $126.1 $1.11M - $1.25M
629K $70.6M
ROP
Roper Technologies Inc

Industrials
-573
- 1.36%
$495.03 - $573.0 $284K - $328K
41.4K $20.7M
ABT
Abbott Laboratories

Healthcare
-19.5K
- 15.88%
$120.51 - $136.62 $2.35M - $2.66M
103K $13.8M
LLY
Eli Lilly & CO

Healthcare
-1.6K
- 4.46%
$625.65 - $812.69 $1M - $1.3M
34.3K $26.2M
XLV
Select Sector Spdr Fund Health

ETFs
-12.7K
- 21.28%
$129.01 - $139.72 $1.63M - $1.77M
46.8K $6.51M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-9.57K
- 73.77%
$121.81 - $137.24 $1.17M - $1.31M
3.4K $449K
STZ
Constellation Brands, Inc.

Consumer Defensive
-6.59K
- 74.54%
$131.78 - $176.09 $868K - $1.16M
2.25K $303K
ADP
Automatic Data Processing Inc

Industrials
-882
- 1.58%
$288.69 - $310.94 $255K - $274K
55.1K $16.2M
MA
Mastercard Inc

Financial Services
-6.89K
- 1.67%
$550.18 - $598.96 $3.79M - $4.13M
406K $231M
CRM
Salesforce, Inc.

Technology
-586
- 2.26%
$231.66 - $273.65 $136K - $160K
25.4K $6.02M
KO
Coca Cola CO

Consumer Defensive
-6.1K
- 4.24%
$65.67 - $71.67 $400K - $437K
138K $9.12M
CVX
Chevron Corp

Energy
-19.3K
- 11.73%
$145.57 - $161.83 $2.8M - $3.12M
145K $22.5M
IBM
International Business Machines Corp

Technology
-619
- 1.04%
$234.77 - $292.47 $145K - $181K
58.8K $16.6M
UPS
United Parcel Service Inc

Industrials
-6.19K
- 27.73%
$82.58 - $105.54 $511K - $653K
16.1K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
-2.98K
- 4.13%
$150.47 - $161.22 $448K - $480K
69K $10.6M
SYK
Stryker Corp

Healthcare
-72
- 0.22%
$368.57 - $403.53 $26.5K - $29.1K
32.1K $11.9M
WMB
Williams Companies, Inc.

Energy
-35K
- 1.38%
$56.52 - $64.01 $1.98M - $2.24M
2.5M $158M
MCK
Mckesson Corp

Healthcare
-1.92K
- 11.93%
$659.01 - $772.54 $1.27M - $1.49M
14.2K $11M
HON
Honeywell International Inc

Industrials
-647
- 3.59%
$207.7 - $240.4 $134K - $156K
17.4K $3.66M
V
Visa Inc.

Financial Services
-141
- 0.4%
$332.09 - $358.86 $46.8K - $50.6K
35.4K $12.1M
CHKP
Check Point Software Technologies LTD

Technology
-5
- 0.01%
$180.73 - $231.23 $904 - $1.16K
36.3K $7.5M
BSX
Boston Scientific Corp

Healthcare
-4.25K
- 40.35%
$97.03 - $108.14 $412K - $460K
6.28K $613K
COIN
Coinbase Global, Inc.

Technology
-1.36K
- 51.05%
$297.99 - $419.78 $405K - $570K
1.3K $439K
CI
Cigna Corp

Healthcare
-981
- 41.78%
$262.23 - $334.39 $257K - $328K
1.37K $394K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.68K
- 12.22%
$60.9 - $70.75 $224K - $260K
26.4K $1.65M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.06K
- 22.38%
$284.17 - $319.49 $302K - $339K
3.68K $1.14M
OTIS
Otis Worldwide Corp

Industrials
-1.67K
- 6.17%
$84.93 - $101.07 $142K - $169K
25.4K $2.33M
SHW
Sherwin Williams CO

Basic Materials
-1.81K
- 1.78%
$330.88 - $375.23 $600K - $681K
100K $34.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
-158
- 0.47%
$85.84 - $99.09 $13.6K - $15.7K
33.8K $2.96M
PFE
Pfizer Inc

Healthcare
-16.4K
- 13.77%
$23.29 - $25.88 $382K - $425K
103K $2.62M
TXN
Texas Instruments Inc

Technology
-1.33K
- 2.75%
N/A
46.8K $9.12M
SBUX
Starbucks Corp

Consumer Cyclical
-872
- 3.34%
$81.9 - $96.86 $71.4K - $84.5K
25.2K $2.13M
RPM
Rpm International Inc

Basic Materials
-4.7K
- 12.32%
$110.07 - $128.23 $517K - $603K
33.5K $3.94M
MUB
Ishares National Muni Bond ETF

ETFs
-2.23K
- 51.99%
$103.24 - $106.68 $231K - $238K
2.06K $219K
DE
Deere & CO

Industrials
-250
- 12.04%
$457.26 - $524.37 $114K - $131K
1.83K $834K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.53K
- 5.95%
$181.56 - $190.33 $640K - $671K
55.8K $10.6M
META
Meta Platforms, Inc.

Communication Services
-220
- 3.37%
$695.21 - $791.73 $153K - $174K
6.3K $4.63M
DOV
Dover Corp

Industrials
-344
- 4.69%
$165.59 - $190.9 $57K - $65.7K
6.99K $1.17M
KMB
Kimberly Clark Corp

Consumer Defensive
-1K
- 10.71%
$121.72 - $136.77 $122K - $137K
8.34K $1.04M
DHR
Danaher Corp

Healthcare
-922
- 4.01%
$181.46 - $212.2 $167K - $196K
22.1K $4.38M
CTSH
Cognizant Technology Solutions Corp

Technology
-840
- 9.24%
$66.67 - $80.98 $56K - $68K
8.25K $553K
GWW
W.W. Grainger, Inc.

Industrials
-100
- 14.68%
$932.44 - $1059.49 $93.2K - $106K
581 $553K
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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