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 Q2	$70	Buy	+13	New	+$50	﹤0.01%	871
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 $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

Concord Wealth Partners's EVH Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Evolent Health (EVH) in Q2 2026: 13 shares worth $70. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EVH as recently as Q4 2025.

Concord Wealth Partners first reported a position in EVH in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.23K in Q4 2023. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Concord Wealth Partners held 13 shares of Evolent Health worth $70 as of Q2 2026.
Evolent Health was a new Concord Wealth Partners position in Q2 2026.
Evolent Health made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #871 holding.
Concord Wealth Partners first reported a position in Evolent Health in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's Evolent Health position peaked at $4.23K in Q4 2023.
198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.