SEC 13F Intelligence

Evercore Wealth Management, LLC / DWD

Evercore Wealth Management, LLC’s Morgan Stanley Position

Does Evercore Wealth Management, LLC own Morgan Stanley (DWD)? Yes — 1.18M shares worth $194M (+3.05% of its 13F portfolio) as of Q1 2026, down from 1.22M shares the prior filed quarter.

Position Value
$194M
Q1 2026
Shares
1.18M
% of Portfolio
+3.05%
Quarters Held
29
currently held

Position History DWD

Reported value by quarter
Q1 ’19: $38MQ1 ’19Q2 ’19: $48MQ3 ’19: $49MQ4 ’19: $59MQ1 ’20: $41MQ1 ’20Q2 ’20: $60MQ3 ’20: $62MQ4 ’20: $88MQ1 ’21: $100MQ1 ’21Q2 ’21: $118MQ3 ’21: $124MQ4 ’21: $126MQ1 ’22: $113MQ1 ’22Q2 ’22: $96MQ3 ’22: $101MQ4 ’22: $109MQ1 ’23: $113MQ1 ’23Q2 ’23: $111MQ3 ’23: $100MQ4 ’23: $119MQ1 ’24: $122MQ1 ’24Q2 ’24: $126MQ3 ’24: $134MQ4 ’24: $160MQ1 ’25: $145MQ1 ’25Q2 ’25: $178MQ3 ’25: $198MQ4 ’25: $216MQ1 ’26: $194MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.18M$194M+3.05%
Q4 20251.22M$216M+3.16%
Q3 20251.24M$198M+2.90%
Q2 20251.26M$178M+2.76%
Q1 20251.24M$145M+2.33%
Q4 20241.27M$160M+2.40%
Q3 20241.28M$134M+2.01%
Q2 20241.29M$126M+1.98%
Q1 20241.30M$122M+1.92%
Q4 20231.27M$119M+1.99%
Q3 20231.23M$100M+1.87%
Q2 20231.29M$111M+2.03%
Q1 20231.29M$113M+2.25%
Q4 20221.29M$109M+2.29%
Q3 20221.28M$101M+2.28%
Q2 20221.26M$96M+2.03%
Q1 20221.29M$113M+1.99%
Q4 20211.28M$126M+2.05%
Q3 20211.27M$124M+2.24%
Q2 20211.29M$118M+2.16%
Q1 20211.29M$100M+1.99%
Q4 20201.28M$88M+1.90%
Q3 20201.27M$62M+1.51%
Q2 20201.25M$60M+1.61%
Q1 20201.21M$41M+1.36%
Q4 20191.16M$59M+1.60%
Q3 20191.15M$49M+1.44%
Q2 20191.09M$48M+1.45%
Q1 2019904.6K$38M+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of DWD.