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EVH icon

Allworth Financial’s Evolent Health EVH Stock Holding History

Allworth Financial’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 		$28.3K Buy
5,225
+2,272
+77% +$8.71K ﹤0.01% 2918
2026
Q1 		$6.73K Buy
2,953
+901
+44% +$2.86K ﹤0.01% 3771
2025
Q4 		$8.21K Buy
2,052
+1,545
+305% +$8.59K ﹤0.01% 3405
2025
Q3 		$4.29K Sell
507
-219
-30% -$2.13K ﹤0.01% 3640
2025
Q2 		$8.18K Sell
726
-477
-40% -$4.38K ﹤0.01% 2990
2025
Q1 		$10.9K Buy
1,203
+709
+144% +$7.16K ﹤0.01% 2385
2024
Q4 		$4.94K Sell
494
-541
-52% -$9.51K ﹤0.01% 2771
2024
Q3 		$29.3K Buy
1,035
+139
+16% +$3.58K ﹤0.01% 1674
2024
Q2 		$17.6K Buy
896
+846
+1,692% +$21.6K ﹤0.01% 1959
2024
Q1 		$1.64K Hold
50
– – ﹤0.01% 2890
2023
Q4 		$1.65K Buy
50
+32
+178% +$905 ﹤0.01% 2756
2023
Q3 		$491 Sell
18
-15
-45% -$417 ﹤0.01% 3048
2023
Q2 		$1K Hold
33
– – ﹤0.01% 2736
2023
Q1 		$1.07K Sell
33
-367
-92% -$11.6K ﹤0.01% 2643
2022
Q4 		$11.2K Sell
400
-35
-8% -$1K ﹤0.01% 1656
2022
Q3 		$16K Buy
435
+31
+8% +$1.09K ﹤0.01% 1386
2022
Q2 		$12K Buy
404
+4
+1% +$117 ﹤0.01% 1486
2022
Q1 		$13K Hold
400
– – ﹤0.01% 1398
2021
Q4 		$11K Hold
400
– – ﹤0.01% 1348
2021
Q3 		$12K Hold
400
– – ﹤0.01% 1219
2021
Q2 		$8K Buy
+400
New +$8.01K ﹤0.01% 1095

Other funds holding EVH

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Allworth Financial's EVH Position: Q2 2026 in Review

Allworth Financial increased its Evolent Health (EVH) stake by 77% in Q2 2026, buying an estimated $8.71K and bringing the position to 5,225 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Allworth Financial first reported a position in EVH in Q2 2021 and has held it in 21 quarters since. The position peaked at $29.3K in Q3 2024. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Allworth Financial held 5,225 shares of Evolent Health worth $28.3K as of Q2 2026.
  • Allworth Financial bought 2,272 Evolent Health shares in Q2 2026, an estimated $8.71K.
  • Evolent Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2918 holding.
  • Allworth Financial first reported a position in Evolent Health in Q2 2021 and has held it in 21 quarters since.
  • Allworth Financial's Evolent Health position peaked at $29.3K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

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