49 Wealth Management’s Evolent Health EVH Stock Holding History

49 Wealth Management’s Portfolio EVH Stock Details EVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,190	Closed	-$39.2K	–	224
2026 Q1	$39.2K	Buy	+17,190	New	+$54.5K	﹤0.01%	200
2025 Q4	–	Sell	-13,761	Closed	-$116K	–	204
2025 Q3	$116K	Sell	13,761 -5,539	-29%	-$53.7K	0.01%	188
2025 Q2	$217K	Sell	19,300 -235	-1%	-$2.16K	0.02%	164
2025 Q1	$185K	Buy	+19,535	New	+$197K	0.02%	176

Other funds holding EVH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

49 Wealth Management's EVH Position: Q2 2026 in Review

49 Wealth Management sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 17,190 shares — an estimated $39.2K sold.

49 Wealth Management first reported a position in EVH in Q1 2025 and held it in 4 quarters. The position peaked at $217K in Q2 2025. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

49 Wealth Management reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 17,190 Evolent Health shares in Q2 2026, an estimated $39.2K.
49 Wealth Management first reported a position in Evolent Health in Q1 2025 and held it in 4 quarters.
49 Wealth Management's Evolent Health position peaked at $217K in Q2 2025.
198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.