Advisory Services Network’s Evolent Health EVH Stock Holding History

Advisory Services Network’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	-755	Closed	-$1.72K	–	2944
2026 Q1	$1.72K	Buy	+755	New	+$2.4K	﹤0.01%	4176
2025 Q4	–	Sell	-100	Closed	-$846	–	2574
2025 Q3	$846	Buy	+100	New	+$970	﹤0.01%	3965
2024 Q1	–	Sell	-100	Closed	-$3.3K	–	2126
2023 Q4	$3.3K	Buy	+100	New	+$2.83K	﹤0.01%	3252
2023 Q2	–	Sell	-640	Closed	-$20.8K	–	2122
2023 Q1	$20.8K	Buy	640 +230	+56%	+$7.27K	﹤0.01%	2513
2022 Q4	$11.5K	Buy	+410	New	+$11.8K	﹤0.01%	2789
2021 Q3	–	Sell	-100	Closed	-$2K	–	1967
2021 Q2	$2K	Buy	+100	New	+$2K	﹤0.01%	3303
2021 Q1	–	Sell	-100	Closed	-$2K	–	1793
2020 Q4	$2K	Sell	100 -5	-5%	-$66	﹤0.01%	2992
2020 Q3	$1K	Buy	+105	New	+$1.24K	﹤0.01%	3304
2018 Q2	–	Sell	-607	Closed	-$9K	–	2533
2018 Q1	$9K	Hold	607	–	–	﹤0.01%	1899
2017 Q4	$7K	Buy	+607	New	+$8.56K	﹤0.01%	1959

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

Advisory Services Network's EVH Position: Q2 2026 in Review

Advisory Services Network sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 755 shares — an estimated $1.72K sold.

Advisory Services Network first reported a position in EVH in Q4 2017 and held it in 10 quarters. The position peaked at $20.8K in Q1 2023. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Advisory Services Network reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 755 Evolent Health shares in Q2 2026, an estimated $1.72K.
Advisory Services Network first reported a position in Evolent Health in Q4 2017 and held it in 10 quarters.
Advisory Services Network's Evolent Health position peaked at $20.8K in Q1 2023.
199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.