Evercore Wealth Management, LLC Sells in Q3 2025

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-63
- 6.44%
$646.03 - $807.39 $40.7K - $50.9K
916 $625K
JBL
Jabil Inc

Technology
-500
- 1.37%
$202.08 - $234.45 $101K - $117K
36K $7.83M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-6
- 0.07%
$196.15 - $217.83 $1.18K - $1.31K
8.09K $1.63M
XLK
Technology Sector Spdr

ETFs
-4.47K
- 11.4%
$250.97 - $282.66 $1.12M - $1.26M
34.8K $9.8M
BDX
Becton Dickinson & CO

Healthcare
-1K
- 28.23%
$172.41 - $199.66 $172K - $200K
2.54K $475K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.8K
- 32.97%
$83.08 - $100.2 $233K - $281K
5.69K $570K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-4.19K
- 21.29%
$42.04 - $45.23 $176K - $189K
15.5K $699K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-22
- 1.03%
$366.54 - $479.53 $8.06K - $10.5K
2.11K $824K
AMGN
Amgen Inc

Healthcare
-573
- 3.09%
$271.18 - $309.22 $155K - $177K
18K $5.07M
HDV
Ishares Core High Dividend ETF

ETFs
-1.56K
- 9.55%
$118.16 - $123.66 $184K - $193K
14.8K $1.81M
NKE
Nike, Inc.

Consumer Cyclical
-472
- 1.04%
$69.24 - $79.24 $32.7K - $37.4K
44.9K $3.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.88K
- 4.42%
$291.67 - $316.99 $550K - $597K
40.7K $12.4M
NXPI
Nxp Semiconductors N.V.

Technology
-633
- 8.08%
$205.16 - $239.07 $130K - $151K
7.2K $1.64M
EMR
Emerson Electric CO

Industrials
-15
- 0.05%
$128.6 - $149.63 $1.93K - $2.24K
30.9K $4.05M
SON
Sonoco Products CO

Consumer Cyclical
-1.1K
- 2.65%
$42.77 - $48.68 $47K - $53.5K
40.3K $1.74M
WM
Waste Management Inc

Industrials
-50
- 0.71%
$213.88 - $237.1 $10.7K - $11.9K
6.99K $1.54M
SO
Southern CO

Utilities
-1.03K
- 9.52%
$90.83 - $96.0 $93.1K - $98.4K
9.74K $923K
MMM
3 M CO

Industrials
-625
- 4.72%
$144.41 - $160.2 $90.3K - $100K
12.6K $1.96M
NET
Cloudflare, Inc.

Technology
-2.75K
- 9.71%
$181.39 - $228.28 $499K - $628K
25.6K $5.49M
AMP
Ameriprise Financial Inc

Financial Services
-25
- 2.45%
$486.13 - $544.55 $12.2K - $13.6K
995 $488K
IEMG
Ishares Inc

ETFs
-850
- 3.81%
N/A
21.5K $1.15M
ICF
Ishares Tr

ETFs
-700
- 17.07%
$59.57 - $62.89 $41.7K - $44K
3.4K $209K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-18
- 1.02%
$422.75 - $485.53 $7.61K - $8.74K
1.76K $757K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-160
- 11.84%
$534.91 - $598.71 $85.6K - $95.8K
1.19K $669K
GIS
General Mills Inc

Consumer Defensive
-563
- 7.13%
$48.44 - $53.83 $27.3K - $30.3K
7.34K $369K
EQIX
Equinix Inc

Real Estate
-27
- 1.91%
$756.7 - $811.13 $20.4K - $21.9K
1.39K $1.09M
IEFA
Ishares Tr

ETFs
-1.38K
- 6.35%
$81.7 - $87.53 $113K - $121K
20.4K $1.78M
DLR
Digital Realty Trust, Inc.

Real Estate
-185
- 5.63%
$161.21 - $180.02 $29.8K - $33.3K
3.1K $536K
ADSK
Autodesk, Inc.

Technology
-131
- 15.13%
N/A
735 $180K
KR
Kroger CO

Consumer Defensive
-175
- 5.1%
$64.52 - $74.35 $11.3K - $13K
3.26K $219K
MSCI
Msci Inc.

Financial Services
-30
- 3.0%
$526.48 - $588.0 $15.8K - $17.6K
969 $549K
HSIC
Henry Schein Inc

Healthcare
-50
- 1.45%
$64.83 - $74.67 $3.24K - $3.73K
3.4K $225K
VZ
Verizon Communications Inc

Communication Services
-907
- 3.46%
$40.84 - $45.06 $37K - $40.9K
25.3K $1.11M
APD
Air Products & Chemicals, Inc.

Basic Materials
-27
- 1.75%
$265.78 - $299.3 $7.18K - $8.08K
1.51K $412K
VONG
Vanguard Russell 1000 Growth E

ETFs
-415
- 16.49%
$108.08 - $121.73 $44.9K - $50.5K
2.1K $253K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-552
- 25.01%
$171.01 - $228.24 $94.4K - $126K
1.66K $353K
VIG
Vanguard Dividend Appreciation

ETFs
-94
- 0.76%
N/A
12.3K $2.24M
GGG
Graco Inc

Industrials
-144
- 4.99%
$82.58 - $88.81 $11.9K - $12.8K
2.74K $233K
OEF
Ishares S&P 100 ETF

ETFs
-50
- 0.84%
N/A
5.92K $1.57M
PSA
Public Storage

Real Estate
-16
- 0.74%
$271.94 - $298.09 $4.35K - $4.77K
2.15K $620K
VTV
Vanguard Value ETF

ETFs
-217
- 7.75%
$175.51 - $186.57 $38.1K - $40.5K
2.58K $481K
AGZ
Ishares Agency Bond ETF

ETFs
-120
- 4.16%
$108.74 - $110.41 $13K - $13.2K
2.77K $305K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-3.86K
- 11.02%
$40.68 - $46.33 $157K - $179K
31.2K $1.42M
EW
Edwards Lifesciences Corp

Healthcare
-66
- 2.42%
$73.75 - $81.83 $4.87K - $5.4K
2.66K $206K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.58K
- 4.91%
$92.26 - $97.51 $146K - $154K
30.6K $2.96M
WBS
Webster Financial Corp

Financial Services
-574
- 9.38%
$55.19 - $62.92 $31.7K - $36.1K
5.54K $329K
DGX
Quest Diagnostics Inc

Healthcare
-19
- 1.05%
N/A
1.79K $244K
SLB
Schlumberger Limited

Energy
-245
- 2.08%
$32.37 - $37.31 $7.93K - $9.14K
11.6K $397K
Haymaker Acquisition Corp Iv
-1.02K
- 5.72%
N/A
16.8K $0
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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