Congress Asset Management’s Evolent Health EVH Stock Holding History

Congress Asset 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
2026 Q2	$1.24M	Buy	228,692 +2,414	+1%	+$9.26K	0.01%	297
2026 Q1	$516K	Buy	226,278 +32,621	+17%	+$103K	﹤0.01%	376
2025 Q4	$775K	Buy	193,657 +5,300	+3%	+$29.5K	0.01%	326
2025 Q3	$1.59M	Buy	188,357 +595	+0.3%	+$5.77K	0.01%	298
2025 Q2	$2.11M	Sell	187,762 -140	-0.1%	-$1.29K	0.01%	282
2025 Q1	$1.78M	Sell	187,902 -36,382	-16%	-$368K	0.01%	280
2024 Q4	$2.52M	Buy	224,284 +120,261	+116%	+$2.11M	0.02%	270
2024 Q3	$2.94M	Sell	104,023 -906	-0.9%	-$23.4K	0.02%	257
2024 Q2	$2.01M	Buy	+104,929	New	+$2.68M	0.01%	280

Other funds holding EVH

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Congress Asset Management's EVH Position: Q2 2026 in Review

Congress Asset Management increased its Evolent Health (EVH) stake by 1.1% in Q2 2026, buying an estimated $9.26K and bringing the position to 228,692 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #297.

Congress Asset Management first reported a position in EVH in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.94M in Q3 2024. 12 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Congress Asset Management held 228,692 shares of Evolent Health worth $1.24M as of Q2 2026.
Congress Asset Management bought 2,414 Evolent Health shares in Q2 2026, an estimated $9.26K.
Evolent Health made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #297 holding.
Congress Asset Management first reported a position in Evolent Health in Q2 2024 and has held it in 9 quarters since.
Congress Asset Management's Evolent Health position peaked at $2.94M in Q3 2024.
12 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.