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Basecamp Wealth Advisors’s Evolent Health EVH Stock Holding History

Basecamp Wealth Advisors’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 		$1.59K Buy
294
+244
+488% +$935 ﹤0.01% 1417
2026
Q1 		$114 Hold
50
– – ﹤0.01% 1923
2025
Q4 		$200 Buy
+50
New +$278 ﹤0.01% 1700

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

Basecamp Wealth Advisors's EVH Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Evolent Health (EVH) stake by 488% in Q2 2026, buying an estimated $935 and bringing the position to 294 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Basecamp Wealth Advisors first reported a position in EVH in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Basecamp Wealth Advisors held 294 shares of Evolent Health worth $1.59K as of Q2 2026.
  • Basecamp Wealth Advisors bought 244 Evolent Health shares in Q2 2026, an estimated $935.
  • Evolent Health made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1417 holding.
  • Basecamp Wealth Advisors first reported a position in Evolent Health in Q4 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.