Corient Private Wealth
EVH icon

Corient Private Wealth’s Evolent Health EVH Stock Holding History

Corient Private Wealth’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 		$442K Buy
81,594
+66,687
+447% +$256K ﹤0.01% 2311
2026
Q1 		$34K Buy
+14,907
New +$47.3K ﹤0.01% 2769
2024
Q4 		– Sell
-10,946
Closed -$310K – 2406
2024
Q3 		$310K Buy
+10,946
New +$282K ﹤0.01% 1995
2024
Q2 		– Sell
-10,473
Closed -$343K – 2344
2024
Q1 		$343K Buy
10,473
+425
+4% +$13.6K ﹤0.01% 1821
2023
Q4 		$332K Sell
10,048
-500
-5% -$14.1K ﹤0.01% 1812
2023
Q3 		$287K Buy
+10,548
New +$293K ﹤0.01% 1767

Other funds holding EVH

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Corient Private Wealth's EVH Position: Q2 2026 in Review

Corient Private Wealth increased its Evolent Health (EVH) stake by 447% in Q2 2026, buying an estimated $256K and bringing the position to 81,594 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Corient Private Wealth first reported a position in EVH in Q3 2023 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Corient Private Wealth held 81,594 shares of Evolent Health worth $442K as of Q2 2026.
  • Corient Private Wealth bought 66,687 Evolent Health shares in Q2 2026, an estimated $256K.
  • Evolent Health made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2311 holding.
  • Corient Private Wealth first reported a position in Evolent Health in Q3 2023 and has held it in 6 quarters since.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.