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Avion Wealth’s Evolent Health EVH Stock Holding History

Avion Wealth’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 		$2K Buy
+475
New +$1.82K ﹤0.01% 1049
2026
Q1 		– Sell
-63
Closed – – 1346
2025
Q4 		$0 Sell
63
-58
-48% -$322 ﹤0.01% 1340
2025
Q3 		$1K Sell
121
-51
-30% -$495 ﹤0.01% 1003
2025
Q2 		$1K Buy
172
+128
+291% +$1.18K ﹤0.01% 960
2025
Q1 		$0 Buy
+44
New +$444 ﹤0.01% 1122

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

Avion Wealth's EVH Position: Q2 2026 in Review

Avion Wealth opened a new position in Evolent Health (EVH) in Q2 2026: 475 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Avion Wealth previously reported a position in EVH as recently as Q4 2025.

Avion Wealth first reported a position in EVH in Q1 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Avion Wealth held 475 shares of Evolent Health worth $2K as of Q2 2026.
  • Evolent Health was a new Avion Wealth position in Q2 2026.
  • Evolent Health made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1049 holding.
  • Avion Wealth first reported a position in Evolent Health in Q1 2025 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.