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 Q2	$2.76K	Buy	1,850 +520	+39%	+$872	﹤0.01%	4383
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	–	3771
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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's EHTH Position: Q2 2026 in Review

Allworth Financial increased its eHealth (EHTH) stake by 39% in Q2 2026, buying an estimated $872 and bringing the position to 1,850 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4383.

Allworth Financial first reported a position in EHTH in Q4 2021 and has held it in 15 quarters since. The position peaked at $25K in Q4 2021. 105 funds tracked by Wall St. Rank hold EHTH as of Q2 2026.

Allworth Financial held 1,850 shares of eHealth worth $2.76K as of Q2 2026.
Allworth Financial bought 520 eHealth shares in Q2 2026, an estimated $872.
eHealth made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4383 holding.
Allworth Financial first reported a position in eHealth in Q4 2021 and has held it in 15 quarters since.
Allworth Financial's eHealth position peaked at $25K in Q4 2021.
105 funds tracked by Wall St. Rank held eHealth as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.