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 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's EVH Position: Q1 2026 in Review

Advisory Services Network opened a new position in Evolent Health (EVH) in Q1 2026: 755 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #4176 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in EVH as recently as Q3 2025.

Advisory Services Network first reported a position in EVH in Q4 2017 and has held it in 10 quarters since. The position peaked at $20.8K in Q1 2023. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

Advisory Services Network held 755 shares of Evolent Health worth $1.72K as of Q1 2026.
Evolent Health was a new Advisory Services Network position in Q1 2026.
Evolent Health made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4176 holding.
Advisory Services Network first reported a position in Evolent Health in Q4 2017 and has held it in 10 quarters since.
Advisory Services Network's Evolent Health position peaked at $20.8K in Q1 2023.
191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.