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

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 $564B 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 $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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