Concord Wealth Partners’s Evolent Health EVH Stock Holding History

Concord Wealth Partners’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	–	Sell	-13	Closed	-$52	–	377
2025 Q4	$52	Hold	13	–	–	﹤0.01%	829
2025 Q3	$110	Hold	13	–	–	﹤0.01%	807
2025 Q2	$146	Buy	+13	New	+$119	﹤0.01%	820
2025 Q1	–	Sell	-128	Closed	-$1.44K	–	856
2024 Q4	$1.44K	Hold	128	–	–	﹤0.01%	744
2024 Q3	$3.62K	Hold	128	–	–	﹤0.01%	682
2024 Q2	$2.45K	Hold	128	–	–	﹤0.01%	651
2024 Q1	$4.2K	Hold	128	–	–	﹤0.01%	676
2023 Q4	$4.23K	Hold	128	–	–	﹤0.01%	655
2023 Q3	$3.48K	Hold	128	–	–	﹤0.01%	775
2023 Q2	$3.88K	Hold	128	–	–	﹤0.01%	756
2023 Q1	$4.15K	Hold	128	–	–	﹤0.01%	704
2022 Q4	$3.59K	Buy	+128	New	+$3.67K	﹤0.01%	831
2022 Q3	–	Sell	-128	Closed	-$4K	–	459
2022 Q2	$4K	Hold	128	–	–	﹤0.01%	865
2022 Q1	$4K	Sell	128 -3	-2%	-$79	﹤0.01%	957
2021 Q4	$4K	Buy	131 +3	+2%	+$86	﹤0.01%	983
2021 Q3	$4K	Hold	128	–	–	﹤0.01%	626
2021 Q2	$3K	Hold	128	–	–	﹤0.01%	811
2021 Q1	$3K	Hold	128	–	–	﹤0.01%	751
2020 Q4	$2K	Buy	+128	New	+$1.69K	﹤0.01%	528

Other funds holding EVH

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's EVH Position: Q1 2026 in Review

Concord Wealth Partners sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 13 shares — an estimated $52 sold.

Concord Wealth Partners first reported a position in EVH in Q4 2020 and held it in 19 quarters. The position peaked at $4.23K in Q4 2023. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

Concord Wealth Partners reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 13 Evolent Health shares in Q1 2026, an estimated $52.
Concord Wealth Partners first reported a position in Evolent Health in Q4 2020 and held it in 19 quarters.
Concord Wealth Partners's Evolent Health position peaked at $4.23K in Q4 2023.
191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.