Evercore Wealth Management, LLC Reduced Holdings in Q2 2025

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-22.9K
- 6.88%
$274.35 - $599.47 $6.28M - $13.7M
310K $96.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-503K
- 58.63%
$119.13 - $135.03 $59.9M - $67.9M
355K $43.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
-233K
- 96.35%
$160.0 - $195.62 $37.3M - $45.6M
8.84K $1.44M
AAPL
Apple Inc.

Technology
-56.6K
- 3.33%
$172.42 - $223.89 $9.76M - $12.7M
1.65M $338M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5.49K
- 1.9%
$390.26 - $489.06 $2.14M - $2.69M
284K $115M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.01K
- 1.1%
$483.48 - $539.8 $1.46M - $1.63M
272K $132M
AZO
Autozone Inc

Consumer Cyclical
-1.64K
- 3.0%
$3478.38 - $3880.15 $5.69M - $6.35M
52.9K $196M
ACN
Accenture PLC

Technology
-11K
- 2.94%
$279.23 - $323.21 $3.08M - $3.56M
364K $109M
BLDR
Builders First Source, Inc.

Industrials
-7.04K
- 0.8%
$105.63 - $131.12 $744K - $924K
874K $102M
CB
Chubb LTD

Financial Services
-8.22K
- 1.85%
$274.32 - $302.46 $2.25M - $2.49M
435K $126M
CVX
Chevron Corp

Energy
-8.01K
- 4.65%
$133.73 - $168.51 $1.07M - $1.35M
164K $23.5M
COST
Costco Wholesale Corp

Consumer Defensive
-9.33K
- 8.24%
$908.13 - $1056.85 $8.47M - $9.86M
104K $103M
CROX
Crocs, Inc.

Consumer Cyclical
-1.66K
- 0.21%
$88.67 - $120.26 $147K - $199K
794K $80.4M
AMAT
Applied Materials Inc

Technology
-31.5K
- 56.5%
$126.95 - $183.52 $4M - $5.78M
24.3K $4.44M
HD
Home Depot, Inc.

Consumer Cyclical
-9.65K
- 2.1%
$335.24 - $380.78 $3.24M - $3.68M
451K $165M
JNJ
Johnson & Johnson

Healthcare
-6.91K
- 4.0%
$146.36 - $159.82 $1.01M - $1.1M
166K $25.4M
ADBE
Adobe Inc.

Technology
-10K
- 4.66%
$340.0 - $420.68 $3.41M - $4.21M
205K $79.3M
ABT
Abbott Laboratories

Healthcare
-24.6K
- 16.72%
$123.95 - $138.08 $3.05M - $3.4M
123K $16.7M
ROP
Roper Technologies Inc

Industrials
-2.97K
- 6.61%
$519.19 - $590.78 $1.54M - $1.76M
42K $23.8M
TMUS
T Mobile Us, Inc.

Communication Services
-8.15K
- 76.48%
$220.99 - $268.54 $1.8M - $2.19M
2.51K $597K
ABBV
Abb Vie Inc.

Healthcare
-721
- 0.83%
$170.16 - $206.27 $123K - $149K
86.1K $16M
CE
Celanese Corp

Basic Materials
-38.1K
- 89.85%
$37.49 - $59.36 $1.43M - $2.26M
4.3K $237K
LLY
Eli Lilly & CO

Healthcare
-599
- 1.64%
$713.71 - $898.95 $428K - $538K
35.9K $28M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.79K
- 8.17%
$285.55 - $321.23 $1.08M - $1.22M
42.6K $12.4M
PEP
Pepsico Inc

Consumer Defensive
-780
- 0.77%
$128.02 - $151.37 $99.9K - $118K
101K $13.3M
UPS
United Parcel Service Inc

Industrials
-14.9K
- 40.08%
$91.92 - $110.2 $1.37M - $1.64M
22.3K $2.25M
WMB
Williams Companies, Inc.

Energy
-158K
- 5.86%
$54.33 - $62.87 $8.57M - $9.92M
2.53M $159M
MRK
Merck & Co., Inc.

Healthcare
-5.07K
- 5.01%
$73.47 - $87.12 $372K - $441K
96K $7.6M
AFL
Aflac Inc

Financial Services
-10.9K
- 29.01%
$99.77 - $112.45 $1.08M - $1.22M
26.6K $2.81M
SHW
Sherwin Williams CO

Basic Materials
-1.87K
- 1.8%
$313.51 - $363.51 $586K - $680K
102K $35M
PG
Procter & Gamble CO

Consumer Defensive
-2.01K
- 2.71%
$157.66 - $172.39 $316K - $346K
72K $11.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
-6.04K
- 15.1%
$91.57 - $110.76 $553K - $669K
33.9K $3.26M
XOM
Exxon Mobil Corp

Energy
-685
- 0.8%
$99.93 - $119.04 $68.5K - $81.5K
84.6K $9.12M
COF
Capital One Financial Corp

Financial Services
-5.65K
- 74.73%
$150.57 - $212.76 $851K - $1.2M
1.91K $406K
SBUX
Starbucks Corp

Consumer Cyclical
-7.65K
- 22.67%
$79.69 - $99.41 $610K - $761K
26.1K $2.39M
XLV
Select Sector Spdr Fund Health

ETFs
-1.5K
- 2.46%
$128.77 - $144.3 $193K - $216K
59.4K $8.01M
ADP
Automatic Data Processing Inc

Industrials
-3.22K
- 5.43%
$276.76 - $326.81 $890K - $1.05M
56K $17.3M
NKE
Nike, Inc.

Consumer Cyclical
-17.9K
- 28.23%
$53.27 - $72.04 $952K - $1.29M
45.4K $3.23M
BAC
Bank Of America Corp

Financial Services
-24.7K
- 33.49%
$34.39 - $47.46 $849K - $1.17M
49K $2.32M
DELL
Dell Technologies Inc.

Technology
-10.2K
- 64.03%
$71.63 - $125.98 $734K - $1.29M
5.76K $705K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.48K
- 4.29%
$210.83 - $235.28 $312K - $348K
33K $7.32M
EPD
Enterprise Products Partners L.P.

Energy
-700
- 0.32%
$28.95 - $34.22 $20.3K - $24K
216K $6.71M
AMGN
Amgen Inc

Healthcare
-203
- 1.08%
$262.28 - $309.85 $53.2K - $62.9K
18.5K $5.18M
GILD
Gilead Sciences, Inc.

Healthcare
-5.08K
- 33.95%
$96.91 - $113.0 $492K - $573K
9.88K $1.09M
CHKP
Check Point Software Technologies LTD

Technology
-1.35K
- 3.6%
$204.26 - $233.47 $276K - $316K
36.3K $8.03M
INTC
Intel Corp

Technology
-21.9K
- 31.68%
$18.13 - $22.69 $396K - $496K
47.2K $1.06M
PFE
Pfizer Inc

Healthcare
-14.9K
- 11.12%
$21.59 - $24.84 $322K - $370K
119K $2.89M
BWA
Borgwarner Inc

Consumer Cyclical
-25K
- 35.18%
$24.84 - $33.92 $621K - $847K
46K $1.54M
QCOM
Qualcomm Inc

Technology
-3.53K
- 16.19%
$124.66 - $159.48 $440K - $563K
18.3K $2.91M
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
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