Position in A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$220,896
+$15,703 QoQ
Shares Held
1,663
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#818
of 1,112 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $143,091,657 across 6 Diagnostics & Research names. A ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
265,163 | $132,942,120 | |
| 2 | DHR |
Danaher Corp /De/
|
21,454 | $4,086,557 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
2,275 | $2,906,334 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
5,174 | $2,723,800 | |
| 5 | A |
Agilent Technologies, Inc.
This page
|
1,663 | $220,896 | |
| 6 | DGX |
Quest Diagnostics Inc
|
1,000 | $211,950 |
All Filings in A
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,896 | 1,663 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $205,193 | 1,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $226,281 | 1,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,051 | 1,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $206,235 | 1,763 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $236,841 | 1,763 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $261,770 | 1,763 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $258,351 | 1,993 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $258,570 | 1,777 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $264,573 | 1,903 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $217,042 | 1,941 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $203,342 | 1,691 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $233,932 | 1,691 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $253,656 | 1,695 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $206,027 | 1,695 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $201,314 | 1,695 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $238,325 | 1,801 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $296,628 | 1,858 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $292,689 | 1,858 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $274,630 | 1,858 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $244,871 | 1,926 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $221,101 | 1,866 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||