Carson Wealth (CWM LLC)
EVH icon

Carson Wealth (CWM LLC)’s Evolent Health EVH Stock Holding History

Carson Wealth (CWM LLC)’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 		$25.9K Buy
11,352
+7,733
+214% +$24.5K ﹤0.01% 4267
2025
Q4 		$14K Buy
3,619
+1,925
+114% +$10.7K ﹤0.01% 4369
2025
Q3 		$14K Sell
1,694
-602
-26% -$5.84K ﹤0.01% 4306
2025
Q2 		$26K Buy
2,296
+42
+2% +$386 ﹤0.01% 3733
2025
Q1 		$21K Buy
2,254
+1,884
+509% +$19K ﹤0.01% 3625
2024
Q4 		$4K Sell
370
-289
-44% -$5.08K ﹤0.01% 4298
2024
Q3 		$19K Buy
659
+91
+16% +$2.35K ﹤0.01% 3386
2024
Q2 		$11K Buy
568
+97
+21% +$2.48K ﹤0.01% 3475
2024
Q1 		$15K Sell
471
-240
-34% -$7.66K ﹤0.01% 3085
2023
Q4 		$23K Buy
711
+10
+1% +$283 ﹤0.01% 2685
2023
Q3 		$19K Sell
701
-8
-1% -$222 ﹤0.01% 2709
2023
Q2 		$21K Sell
709
-77
-10% -$2.49K ﹤0.01% 2598
2023
Q1 		$26K Buy
786
+72
+10% +$2.28K ﹤0.01% 2316
2022
Q4 		$20K Buy
714
+214
+43% +$6.13K ﹤0.01% 2360
2022
Q3 		$18K Hold
500
– – ﹤0.01% 2283
2022
Q2 		$15K Hold
500
– – ﹤0.01% 2305
2022
Q1 		$16K Hold
500
– – ﹤0.01% 2215
2021
Q4 		$14K Buy
+500
New +$14.3K ﹤0.01% 2166
2021
Q2 		$13K Hold
602
– – ﹤0.01% 1984
2021
Q1 		$13K Hold
602
– – ﹤0.01% 1984
2020
Q4 		$13K Hold
602
– – ﹤0.01% 1984
2020
Q3 		$13K Hold
602
– – ﹤0.01% 1984
2020
Q2 		$13K Hold
602
– – ﹤0.01% 1983
2020
Q1 		$13K Hold
602
– – ﹤0.01% 1983
2019
Q4 		$13K Hold
602
– – ﹤0.01% 1983
2019
Q3 		$13K Hold
602
– – ﹤0.01% 1983
2019
Q2 		$13K Hold
602
– – ﹤0.01% 1983
2019
Q1 		$13K Sell
602
-114,350
-99% -$1.81M ﹤0.01% 1983
2018
Q4 		$2.29M Sell
114,952
-69,962
-38% -$1.62M 0.06% 271
2018
Q3 		$5.25M Buy
184,914
+47,455
+35% +$1.13M 0.13% 157
2018
Q2 		$2.89M Buy
137,459
+1,222
+0.9% +$23.1K 0.1% 177
2018
Q1 		$1.94M Sell
136,237
-11,085
-8% -$159K 0.08% 178
2017
Q4 		$1.81M Buy
147,322
+74,690
+103% +$1.05M 0.08% 179
2017
Q3 		$1.29M Buy
72,632
+274
+0.4% +$5.64K 0.06% 185
2017
Q2 		$1.83M Buy
+72,358
New +$1.74M 0.09% 160

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 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
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

Carson Wealth (CWM LLC)'s EVH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Evolent Health (EVH) stake by 214% in Q1 2026, buying an estimated $24.5K and bringing the position to 11,352 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4267.

Carson Wealth (CWM LLC) first reported a position in EVH in Q2 2017 and has held it in 35 quarters since. The position peaked at $5.25M in Q3 2018. 192 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,352 shares of Evolent Health worth $25.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,733 Evolent Health shares in Q1 2026, an estimated $24.5K.
  • Evolent Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4267 holding.
  • Carson Wealth (CWM LLC) first reported a position in Evolent Health in Q2 2017 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s Evolent Health position peaked at $5.25M in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.