AssetMark Inc’s Evolv Technologies EVLV Stock Holding History

AssetMark Inc’s Portfolio EVLV Stock Details EVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-333	Closed	-$1.04K	–	3045
2025 Q1	$1.04K	Buy	+333	New	+$1.17K	﹤0.01%	2287

Other funds holding EVLV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCI

Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

KCM

Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

AssetMark Inc's EVLV Position: Q2 2025 in Review

AssetMark Inc sold out of Evolv Technologies (EVLV) in Q2 2025, closing a stake of 333 shares — an estimated $1.04K sold.

AssetMark Inc first reported a position in EVLV in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 213 funds tracked by Wall St. Rank hold EVLV as of Q2 2025.

AssetMark Inc reported no remaining Evolv Technologies position as of Q2 2025 after selling out during the quarter.
AssetMark Inc sold 333 Evolv Technologies shares in Q2 2025, an estimated $1.04K.
AssetMark Inc first reported a position in Evolv Technologies in Q1 2025 and held it in 1 quarter.
AssetMark Inc's Evolv Technologies position peaked at $1.04K in Q1 2025.
213 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.