Allworth Financial’s eHealth EHTH Stock Holding History

Allworth Financial’s Portfolio EHTH Stock Details EHTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72K	Buy	1,330 +1,317	+10,131%	+$3.05K	﹤0.01%	4394
2025 Q4	$60	Buy	13 +11	+550%	+$48	﹤0.01%	4827
2025 Q3	$9	Buy	+2	New	+$8	﹤0.01%	4872
2024 Q3	–	Sell	-485	Closed	-$2.22K	–	3772
2024 Q2	$2.22K	Sell	485 -484	-50%	-$2.44K	﹤0.01%	2883
2024 Q1	$5.84K	Hold	969	–	–	﹤0.01%	2344
2023 Q4	$8.45K	Hold	969	–	–	﹤0.01%	2047
2023 Q3	$7.17K	Hold	969	–	–	﹤0.01%	1967
2023 Q2	$7.79K	Hold	969	–	–	﹤0.01%	1938
2023 Q1	$9.07K	Hold	969	–	–	﹤0.01%	1825
2022 Q4	$4.69K	Hold	969	–	–	﹤0.01%	1916
2022 Q3	$4K	Hold	969	–	–	﹤0.01%	1931
2022 Q2	$9K	Hold	969	–	–	﹤0.01%	1597
2022 Q1	$12K	Hold	969	–	–	﹤0.01%	1429
2021 Q4	$25K	Buy	+969	New	+$32.2K	﹤0.01%	1027

Other funds holding EHTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

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