Covestor
EVH icon

Covestor’s Evolent Health EVH Stock Holding History

Covestor’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
Q3 		$7K Sell
2,035
-469
-19% -$2.08K ﹤0.01% 1719
2026
Q2 		$13K Buy
2,504
+336
+15% +$1.29K 0.01% 1366
2026
Q1 		$5K Buy
2,168
+2,162
+36,033% +$6.86K ﹤0.01% 1794
2025
Q4 		$0 Hold
6
– – ﹤0.01% 2385
2025
Q3 		$0 Hold
6
– – ﹤0.01% 2413
2025
Q2 		$0 Sell
6
-889
-99% -$8.16K ﹤0.01% 2352
2025
Q1 		$8K Buy
895
+87
+11% +$879 0.01% 1612
2024
Q4 		$9K Sell
808
-616
-43% -$10.8K 0.01% 1588
2024
Q3 		$40K Buy
1,424
+826
+138% +$21.3K 0.03% 951
2024
Q2 		$11K Buy
598
+593
+11,860% +$15.1K 0.01% 1460
2024
Q1 		$0 Hold
5
– – ﹤0.01% 2371
2023
Q4 		$0 Sell
5
-1
-17% -$28 ﹤0.01% 2286
2023
Q3 		$0 Sell
6
-1,481
-100% -$41.2K ﹤0.01% 2262
2023
Q2 		$45K Sell
1,487
-207
-12% -$6.69K 0.03% 824
2023
Q1 		$55K Buy
1,694
+1,194
+239% +$37.8K 0.05% 672
2022
Q4 		$14K Buy
500
+493
+7,043% +$14.1K 0.01% 1161
2022
Q3 		$0 Sell
7
-4
-36% -$141 ﹤0.01% 2149
2022
Q2 		$0 Sell
11
-8
-42% -$233 ﹤0.01% 2041
2022
Q1 		$1K Sell
19
-5
-21% -$131 ﹤0.01% 1793
2021
Q4 		$1K Buy
+24
New +$688 ﹤0.01% 1733

Other funds holding EVH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rubicon Founders
Rubicon Founders Nashville, Tennessee $147M AUM 17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Rock Point Advisors
Rock Point Advisors Burlington, Vermont $402M AUM 17.12% 1-Year Est. Return

Covestor's EVH Position: Q3 2026 in Review

Covestor reduced its Evolent Health (EVH) stake by 19% in Q3 2026, selling an estimated $2.08K and leaving 2,035 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Covestor first reported a position in EVH in Q4 2021 and has held it in 20 quarters since. The position peaked at $55K in Q1 2023. 129 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Covestor held 2,035 shares of Evolent Health worth $7K as of Q3 2026.
  • Covestor sold 469 Evolent Health shares in Q3 2026, an estimated $2.08K.
  • Evolent Health made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1719 holding.
  • Covestor first reported a position in Evolent Health in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Evolent Health position peaked at $55K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.