Clearstead Advisors’s Evolent Health EVH Stock Holding History

Clearstead 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	$44	Buy	+8	New	+$31	﹤0.01%	3496
2025 Q1	–	Sell	-4,000	Closed	-$45K	–	2240
2024 Q4	$45K	Sell	4,000 -190	-5%	-$3.34K	﹤0.01%	1183
2024 Q3	$118K	Hold	4,190	–	–	﹤0.01%	989
2024 Q2	$80.1K	Buy	4,190 +190	+5%	+$4.85K	﹤0.01%	1050
2024 Q1	$95K	Hold	4,000	–	–	﹤0.01%	618
2023 Q4	$132K	Sell	4,000 -200	-5%	-$5.66K	0.01%	527
2023 Q3	$114K	Hold	4,200	–	–	0.01%	533
2023 Q2	$127K	Buy	+4,200	New	+$136K	0.01%	517

Other funds holding EVH

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clearstead Advisors's EVH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Evolent Health (EVH) in Q2 2026: 8 shares worth $44. The stake represents ﹤0.01% of the portfolio and ranks #3496 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EVH as recently as Q4 2024.

Clearstead Advisors first reported a position in EVH in Q2 2023 and has held it in 8 quarters since. The position peaked at $132K in Q4 2023. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Clearstead Advisors held 8 shares of Evolent Health worth $44 as of Q2 2026.
Evolent Health was a new Clearstead Advisors position in Q2 2026.
Evolent Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3496 holding.
Clearstead Advisors first reported a position in Evolent Health in Q2 2023 and has held it in 8 quarters since.
Clearstead Advisors's Evolent Health position peaked at $132K in Q4 2023.
198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.