AAS
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Avantax Advisory Services’s Evolv Technologies EVLV Stock Holding History

Avantax Advisory Services’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 		$110K Hold
17,650
– – ﹤0.01% 2279
2025
Q1 		$55.1K Sell
17,650
-3,205
-15% -$11.3K ﹤0.01% 2192
2024
Q4 		$82.4K Buy
+20,855
New +$73.2K ﹤0.01% 2130

Other funds holding EVLV

Vanguard Group
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Avantax Advisory Services's EVLV Position: Q2 2025 in Review

Avantax Advisory Services held its Evolv Technologies (EVLV) position steady in Q2 2025 at 17,650 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Avantax Advisory Services first reported a position in EVLV in Q4 2024 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold EVLV as of Q2 2025.

  • Avantax Advisory Services held 17,650 shares of Evolv Technologies worth $110K as of Q2 2025.
  • Avantax Advisory Services left its Evolv Technologies share count unchanged in Q2 2025.
  • Evolv Technologies made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2279 holding.
  • Avantax Advisory Services first reported a position in Evolv Technologies in Q4 2024 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.