Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- Latest filing
- Aug 5, 2026
EVR holding history
Evercore Inc. in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EVR overviewAll 13F holders of EVRFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −72,033−100.0% | Sold out | Holders |
| Q1 2025 | 72,033 | $14.4M | 0.5% | −770−1.1% | Reduced | Holders |
| Q4 2024 | 72,803 | $20.2M | 0.6% | −2,255−3.0% | Reduced | Holders |
| Q3 2024 | 75,058 | $19.0M | 0.6% | +19,948+36.2% | Added | Holders |
| Q2 2024 | 55,110 | $11.5M | 0.4% | +55,110 | New | Holders |