Evercore Wealth Management
Evercore Wealth Management reported 433 stocks worth $7.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (6.1%), AAPL (6.0%) and MSFT (4.1%). Compared with Q1 2026, the fund opened new positions in CASY, added to AZO, BX and SN, trimmed NVDA, AAPL and GOOG and sold out of WTM, XOP and DD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $430M | 6.1% | 2.2M | −31K (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $427M | 6.0% | 1.5M | −29K (−2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $292M | 4.1% | 784K | No change | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $288M | 4.1% | 815K | −72K (−8%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $266M | 3.8% | 1.1M | −8,215 (−1%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $242M | 3.4% | 678K | −36K (−5%) | 8 of 8 | |
| 7 |  MS Morgan Stanley | $227M | 3.2% | 1.1M | −89K (−8%) | 8 of 8 | |
| 8 |  FIX Comfort Sys USA Inc | $223M | 3.1% | 112K | −22K (−16%) | 6 of 8 | |
| 9 |  MA Mastercard Incorporated | $200M | 2.8% | 390K | −2,501 (−1%) | 8 of 8 | |
| 10 |  WMB Williams Cos Inc | $175M | 2.5% | 2.3M | −23K (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $3.7M | 16K |
 WTM White Mtns Ins Group Ltd | $439K | 200 |
 XOP ST Srt Spdr S&P Oil and | $288K | 1,586 |
HOLOGIC INC | $262K | 3,465 |
 DD Dupont DE Nemours Inc | $255K | 5,571 |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evercore Wealth Management 13F FAQ
What does Evercore Wealth Management own?
Evercore Wealth Management reported 433 stocks worth $7.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (6.1%), AAPL (6.0%) and MSFT (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Evercore Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 84 added to, 165 trimmed and 22 sold out. New positions include CASY. It sold all of WTM, XOP and DD.
When will Evercore Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Evercore Wealth Management's portfolio worth?
The Q2 2026 filing reports $7.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.