Ameriprise
EVH icon

Ameriprise’s Evolent Health EVH Stock Holding History

Ameriprise’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 		– Sell
-532,133
Closed -$2.13M – 4115
2025
Q4 		$2.13M Buy
532,133
+27,971
+6% +$155K ﹤0.01% 2961
2025
Q3 		$4.27M Buy
504,162
+217,762
+76% +$2.11M ﹤0.01% 2548
2025
Q2 		$3.22M Buy
286,400
+14,176
+5% +$130K ﹤0.01% 2686
2025
Q1 		$2.58M Buy
272,224
+41,187
+18% +$416K ﹤0.01% 2763
2024
Q4 		$2.6M Sell
231,037
-37,312
-14% -$656K ﹤0.01% 2776
2024
Q3 		$7.59M Sell
268,349
-5,015
-2% -$129K ﹤0.01% 2047
2024
Q2 		$5.23M Sell
273,364
-8,754
-3% -$224K ﹤0.01% 2268
2024
Q1 		$9.25M Buy
282,118
+34,828
+14% +$1.11M ﹤0.01% 1858
2023
Q4 		$8.17M Buy
247,290
+48,281
+24% +$1.37M ﹤0.01% 1951
2023
Q3 		$5.42M Sell
199,009
-90,169
-31% -$2.51M ﹤0.01% 2216
2023
Q2 		$8.76M Sell
289,178
-10,205
-3% -$330K ﹤0.01% 1884
2023
Q1 		$9.71M Buy
299,383
+57,470
+24% +$1.82M ﹤0.01% 1802
2022
Q4 		$6.79M Buy
241,913
+23,148
+11% +$664K ﹤0.01% 2075
2022
Q3 		$7.86M Buy
218,765
+75,749
+53% +$2.67M ﹤0.01% 1885
2022
Q2 		$4.39M Sell
143,016
-29,589
-17% -$862K ﹤0.01% 2376
2022
Q1 		$5.57M Buy
172,605
+22,983
+15% +$602K ﹤0.01% 2352
2021
Q4 		$4.14M Sell
149,622
-4,232
-3% -$121K ﹤0.01% 2596
2021
Q3 		$4.77M Sell
153,854
-33,633
-18% -$807K ﹤0.01% 2421
2021
Q2 		$3.96M Sell
187,487
-14,546
-7% -$291K ﹤0.01% 2606
2021
Q1 		$4.08M Buy
202,033
+22,496
+13% +$428K ﹤0.01% 2509
2020
Q4 		$2.88M Buy
179,537
+58,024
+48% +$767K ﹤0.01% 2611
2020
Q3 		$1.51M Sell
121,513
-38,743
-24% -$456K ﹤0.01% 2805
2020
Q2 		$1.14M Sell
160,256
-64,028
-29% -$429K ﹤0.01% 2872
2020
Q1 		$1.22M Buy
224,284
+32,066
+17% +$286K ﹤0.01% 2735
2019
Q4 		$1.74M Buy
192,218
+10,163
+6% +$82.6K ﹤0.01% 2796
2019
Q3 		$1.31M Sell
182,055
-132,588
-42% -$951K ﹤0.01% 2897
2019
Q2 		$2.5M Sell
314,643
-156,104
-33% -$1.85M ﹤0.01% 2610
2019
Q1 		$5.92M Sell
470,747
-758,511
-62% -$12M ﹤0.01% 2111
2018
Q4 		$24.5M Sell
1,229,258
-537,462
-30% -$12.4M 0.01% 939
2018
Q3 		$50.2M Buy
1,766,720
+645,616
+58% +$15.4M 0.02% 752
2018
Q2 		$23.6M Buy
+1,121,104
New +$21.2M 0.01% 1058
2018
Q1 		– Sell
-98,802
Closed -$1.22M – 3640
2017
Q4 		$1.22M Buy
98,802
+12,798
+15% +$180K ﹤0.01% 2897
2017
Q3 		$1.53M Sell
86,004
-82,375
-49% -$1.7M ﹤0.01% 2750
2017
Q2 		$4.27M Buy
168,379
+93,133
+124% +$2.24M ﹤0.01% 2185
2017
Q1 		$1.68M Sell
75,246
-1,330
-2% -$25.5K ﹤0.01% 2664
2016
Q4 		$1.13M Buy
+76,576
New +$1.51M ﹤0.01% 2911
2016
Q3 		– Sell
-81,501
Closed -$1.56M – 3797
2016
Q2 		$1.56M Buy
+81,501
New +$1.12M ﹤0.01% 2648

Other funds holding EVH

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise's EVH Position: Q1 2026 in Review

Ameriprise sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 532,133 shares — an estimated $2.13M sold.

Ameriprise first reported a position in EVH in Q2 2016 and held it in 37 quarters. The position peaked at $50.2M in Q3 2018. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Ameriprise reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Ameriprise sold 532,133 Evolent Health shares in Q1 2026, an estimated $2.13M.
  • Ameriprise first reported a position in Evolent Health in Q2 2016 and held it in 37 quarters.
  • Ameriprise's Evolent Health position peaked at $50.2M in Q3 2018.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.