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
DHR
Danaher Corp

Healthcare
-1.26K
- 5.19%
$174.64 - $205.16 $220K - $258K
23K $4.54M
UNP
Union Pacific Corp

Industrials
-955
- 4.37%
$208.27 - $238.46 $199K - $228K
20.9K $4.81M
BMY
Bristol Myers Squibb CO

Healthcare
-484
- 2.24%
$44.12 - $59.6 $21.4K - $28.8K
21.2K $980K
COP
Conocophillips

Energy
-1.03K
- 7.82%
$82.66 - $106.1 $85K - $109K
12.1K $1.09M
V
Visa Inc.

Financial Services
-1.28K
- 3.48%
$308.27 - $373.31 $395K - $479K
35.5K $12.6M
MTD
Mettler Toledo International Inc

Healthcare
-227
- 9.38%
$970.15 - $1216.57 $220K - $276K
2.19K $2.58M
TXN
Texas Instruments Inc

Technology
-1.4K
- 2.81%
N/A
48.2K $9.37M
RPM
Rpm International Inc

Basic Materials
-150
- 0.39%
$96.97 - $117.58 $14.5K - $17.6K
38.2K $4.19M
BDX
Becton Dickinson & CO

Healthcare
-166
- 4.48%
$165.15 - $226.42 $27.4K - $37.6K
3.54K $610K
TGT
Target Corp

Consumer Defensive
-1.58K
- 11.69%
$88.76 - $105.77 $140K - $167K
11.9K $1.17M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.2K
- 29.16%
$79.79 - $91.42 $176K - $201K
5.34K $475K
KO
Coca Cola CO

Consumer Defensive
-1.12K
- 0.77%
$68.37 - $73.9 $76.7K - $82.9K
144K $10.2M
SLB
Schlumberger Limited

Energy
-2.31K
- 16.36%
$31.95 - $42.2 $73.7K - $97.4K
11.8K $398K
CL
Colgate Palmolive CO

Consumer Defensive
-1.19K
- 4.42%
$87.57 - $96.0 $104K - $114K
25.7K $2.34M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-355
- 16.68%
$430.72 - $497.52 $153K - $177K
1.77K $798K
ZTS
Zoetis Inc.

Healthcare
-393
- 3.04%
$144.41 - $170.3 $56.8K - $66.9K
12.5K $1.95M
TRV
Travelers Companies, Inc.

Financial Services
-750
- 6.87%
$233.83 - $276.34 $175K - $207K
10.2K $2.72M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-22
- 1.6%
$483.07 - $625.6 $10.6K - $13.8K
1.35K $709K
SO
Southern CO

Utilities
-1.65K
- 13.27%
$84.91 - $92.56 $140K - $153K
10.8K $988K
AJG
Arthur J. Gallagher & Co.

Financial Services
-40
- 0.84%
$310.86 - $348.77 $12.4K - $14K
4.75K $1.52M
KMB
Kimberly Clark Corp

Consumer Defensive
-10
- 0.11%
$126.84 - $145.22 $1.27K - $1.45K
9.34K $1.2M
DUK
Duke Energy Corp

Utilities
-26
- 0.1%
$112.46 - $124.05 $2.92K - $3.23K
24.8K $2.93M
MKC
Mccormick & CO Inc

Consumer Defensive
-450
- 4.72%
$71.11 - $82.25 $32K - $37K
9.08K $688K
ITW
Illinois Tool Works Inc

Industrials
-300
- 1.37%
$218.41 - $252.43 $65.5K - $75.7K
21.6K $5.35M
XLB
Select Sector Spdr Fd Material

ETFs
-1.45K
- 6.87%
$74.27 - $88.92 $108K - $129K
19.7K $1.73M
PAYX
Paychex Inc

Industrials
-50
- 0.55%
$137.01 - $159.78 $6.85K - $7.99K
9.01K $1.31M
ED
Consolidated Edison Inc

Utilities
-21
- 0.26%
$98.05 - $113.3 $2.06K - $2.38K
8.02K $804K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-40
- 0.31%
$101.91 - $134.83 $4.08K - $5.39K
13K $1.63M
WBS
Webster Financial Corp

Financial Services
-1.83K
- 23.01%
$41.76 - $54.91 $76.3K - $100K
6.12K $334K
APD
Air Products & Chemicals, Inc.

Basic Materials
-120
- 7.23%
$248.61 - $294.96 $29.8K - $35.4K
1.54K $434K
EQIX
Equinix Inc

Real Estate
-27
- 1.88%
$740.07 - $914.43 $20K - $24.7K
1.41K $1.12M
ORCC
Owl Rock Capital Corp

Financial Services
-3.3K
- 7.66%
N/A
39.8K $532K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-476
- 1.56%
$63.54 - $68.5 $30.2K - $32.6K
30.1K $2.03M
MAR
Marriott International Inc

Consumer Cyclical
-1.04K
- 14.45%
$211.12 - $274.14 $219K - $284K
6.13K $1.68M
IEMG
Ishares Inc

ETFs
-558
- 2.44%
N/A
22.3K $1.2M
BALL
Ball Corp

Consumer Cyclical
-1K
- 13.92%
$44.94 - $56.99 $44.9K - $57K
6.18K $346K
VTV
Vanguard Value ETF

ETFs
-225
- 7.44%
$153.67 - $176.74 $34.6K - $39.8K
2.8K $494K
STT
State Street Corp

Financial Services
-975
- 21.57%
$75.33 - $106.34 $73.4K - $104K
3.55K $376K
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.07%
$394.72 - $440.39 $395 - $440
1.52K $640K
CTSH
Cognizant Technology Solutions Corp

Technology
-500
- 5.21%
$66.47 - $81.81 $33.2K - $40.9K
9.09K $709K
MO
Altria Group, Inc.

Consumer Defensive
-79
- 0.61%
$55.56 - $60.91 $4.39K - $4.81K
12.8K $749K
XYL
Xylem Inc.

Industrials
-261
- 13.74%
$102.86 - $129.5 $26.8K - $33.8K
1.64K $212K
OEF
Ishares S&P 100 ETF

ETFs
-30
- 0.5%
N/A
5.97K $1.59M
SSNC
Ss&C Technologies Holdings Inc

Technology
-50
- 1.12%
$71.96 - $83.42 $3.6K - $4.17K
4.41K $365K
Blackrock Inc
-2.35K
- 2.08%
N/A
110K $0
Brookfield Corp
-2.63K
- 8.93%
N/A
26.8K $0
Labcorp Holdings Inc
-100
- 11.31%
N/A
784 $0
Root Inc
-948
- 30.65%
N/A
2.15K $0
Brookfield Asset Managmt LTD
-250
- 4.03%
N/A
5.95K $0
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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