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Ballentine Partners’s Evolent Health EVH Stock Holding History

Ballentine Partners’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
-13,169
Closed -$52.7K – 1044
2025
Q4 		$52.7K Sell
13,169
-122
-0.9% -$678 ﹤0.01% 990
2025
Q3 		$112K Sell
13,291
-1,859
-12% -$18K ﹤0.01% 971
2025
Q2 		$171K Buy
+15,150
New +$139K ﹤0.01% 899

Other funds holding EVH

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CCM
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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
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ballentine Partners's EVH Position: Q1 2026 in Review

Ballentine Partners sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 13,169 shares — an estimated $52.7K sold.

Ballentine Partners first reported a position in EVH in Q2 2025 and held it in 3 quarters. The position peaked at $171K in Q2 2025. 192 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Ballentine Partners reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Ballentine Partners sold 13,169 Evolent Health shares in Q1 2026, an estimated $52.7K.
  • Ballentine Partners first reported a position in Evolent Health in Q2 2025 and held it in 3 quarters.
  • Ballentine Partners's Evolent Health position peaked at $171K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.