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Coldstream Capital Management’s Evolent Health EVH Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-58
Closed -$550 – 1817
2025
Q1 		$550 Buy
+58
New +$586 ﹤0.01% 3326

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's EVH Position: Q2 2025 in Review

Coldstream Capital Management sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 58 shares — an estimated $550 sold.

Coldstream Capital Management first reported a position in EVH in Q1 2025 and held it in 1 quarter. The position peaked at $550 in Q1 2025. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

  • Coldstream Capital Management reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 58 Evolent Health shares in Q2 2025, an estimated $550.
  • Coldstream Capital Management first reported a position in Evolent Health in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Evolent Health position peaked at $550 in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.