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Bell Investment Advisors’s Evolent Health EVH Stock Holding History

Bell Investment 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
2025
Q3 		– Sell
-57
Closed -$642 – 1906
2025
Q2 		$642 Buy
+57
New +$524 ﹤0.01% 1709
2024
Q4 		– Sell
-23
Closed -$651 – 1919
2024
Q3 		$651 Hold
23
– – ﹤0.01% 1708
2024
Q2 		$440 Sell
23
-26
-53% -$664 ﹤0.01% 1857
2024
Q1 		$1.61K Hold
49
– – ﹤0.01% 1440
2023
Q4 		$1.62K Buy
49
+44
+880% +$1.25K ﹤0.01% 1423
2023
Q3 		$137 Sell
5
-31
-86% -$862 ﹤0.01% 1912
2023
Q2 		$1.09K Sell
36
-15
-29% -$485 ﹤0.01% 1571
2023
Q1 		$1.66K Buy
51
+30
+143% +$949 ﹤0.01% 1354
2022
Q4 		$590 Sell
21
-19
-48% -$545 ﹤0.01% 1737
2022
Q3 		$1K Hold
40
– – ﹤0.01% 1396
2022
Q2 		$1K Buy
+40
New +$1.17K ﹤0.01% 1424

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bell Investment Advisors's EVH Position: Q3 2025 in Review

Bell Investment Advisors sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 57 shares — an estimated $642 sold.

Bell Investment Advisors first reported a position in EVH in Q2 2022 and held it in 11 quarters. The position peaked at $1.66K in Q1 2023. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • Bell Investment Advisors reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 57 Evolent Health shares in Q3 2025, an estimated $642.
  • Bell Investment Advisors first reported a position in Evolent Health in Q2 2022 and held it in 11 quarters.
  • Bell Investment Advisors's Evolent Health position peaked at $1.66K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.