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Callan Family Office’s Evolent Health EVH Stock Holding History

Callan Family Office’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 		$202K Buy
37,219
+5,668
+18% +$21.7K ﹤0.01% 1151
2026
Q1 		$71.9K Buy
+31,551
New +$100K ﹤0.01% 1102

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

Callan Family Office's EVH Position: Q2 2026 in Review

Callan Family Office increased its Evolent Health (EVH) stake by 18% in Q2 2026, buying an estimated $21.7K and bringing the position to 37,219 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Callan Family Office first reported a position in EVH in Q1 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Callan Family Office held 37,219 shares of Evolent Health worth $202K as of Q2 2026.
  • Callan Family Office bought 5,668 Evolent Health shares in Q2 2026, an estimated $21.7K.
  • Evolent Health made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1151 holding.
  • Callan Family Office first reported a position in Evolent Health in Q1 2026 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.