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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

49 Wealth Management's EVH Position: Q1 2026 in Review

49 Wealth Management opened a new position in Evolent Health (EVH) in Q1 2026: 17,190 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #200 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in EVH as recently as Q3 2025.

49 Wealth Management first reported a position in EVH in Q1 2025 and has held it in 4 quarters since. The position peaked at $217K in Q2 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • 49 Wealth Management held 17,190 shares of Evolent Health worth $39.2K as of Q1 2026.
  • Evolent Health was a new 49 Wealth Management position in Q1 2026.
  • Evolent Health made up ﹤0.01% of 49 Wealth Management's portfolio in Q1 2026, its #200 holding.
  • 49 Wealth Management first reported a position in Evolent Health in Q1 2025 and has held it in 4 quarters since.
  • 49 Wealth Management's Evolent Health position peaked at $217K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.