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Cetera Trust Company’s Evolent Health EVH Stock Holding History

Cetera Trust Company’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 		$3.42K Hold
1,500
– – ﹤0.01% 343
2025
Q4 		$6K Sell
1,500
-8,225
-85% -$45.7K ﹤0.01% 332
2025
Q3 		$82.3K Hold
9,725
– – 0.05% 208
2025
Q2 		$110K Buy
9,725
+3,125
+47% +$28.7K 0.07% 198
2025
Q1 		$62.5K Hold
6,600
– – 0.04% 216
2024
Q4 		$74.3K Sell
6,600
-2,730
-29% -$48K 0.05% 206
2024
Q3 		$264K Buy
9,330
+220
+2% +$5.67K 0.16% 127
2024
Q2 		$174K Hold
9,110
– – 0.11% 173
2024
Q1 		$299K Sell
9,110
-50
-0.5% -$1.6K 0.18% 100
2023
Q4 		$303K Buy
+9,160
New +$259K 0.19% 94

Other funds holding EVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cetera Trust Company's EVH Position: Q1 2026 in Review

Cetera Trust Company held its Evolent Health (EVH) position steady in Q1 2026 at 1,500 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Cetera Trust Company first reported a position in EVH in Q4 2023 and has held it in 10 quarters since. The position peaked at $303K in Q4 2023. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Cetera Trust Company held 1,500 shares of Evolent Health worth $3.42K as of Q1 2026.
  • Cetera Trust Company left its Evolent Health share count unchanged in Q1 2026.
  • Evolent Health made up ﹤0.01% of Cetera Trust Company's portfolio in Q1 2026, its #343 holding.
  • Cetera Trust Company first reported a position in Evolent Health in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Evolent Health position peaked at $303K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.