Creative Planning
EVH icon

Creative Planning’s Evolent Health EVH Stock Holding History

Creative Planning’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 		$792K Buy
347,372
+181,158
+109% +$575K ﹤0.01% 2651
2025
Q4 		$665K Buy
166,214
+67,393
+68% +$375K ﹤0.01% 2605
2025
Q3 		$836K Sell
98,821
-11,974
-11% -$116K ﹤0.01% 2290
2025
Q2 		$1.25M Buy
110,795
+35,854
+48% +$329K ﹤0.01% 1673
2025
Q1 		$710K Sell
74,941
-3,244
-4% -$32.8K ﹤0.01% 1993
2024
Q4 		$880K Buy
78,185
+34,923
+81% +$614K ﹤0.01% 1740
2024
Q3 		$1.22M Buy
43,262
+25,171
+139% +$649K ﹤0.01% 1365
2024
Q2 		$346K Buy
18,091
+1,973
+12% +$50.4K ﹤0.01% 2238
2024
Q1 		$529K Buy
16,118
+6,265
+64% +$200K ﹤0.01% 1816
2023
Q4 		$325K Buy
+9,853
New +$279K ﹤0.01% 2032
2017
Q3 		– Sell
-525
Closed -$13K – 2442
2017
Q2 		$13K Buy
525
+125
+31% +$3.01K ﹤0.01% 3454
2017
Q1 		$9K Hold
400
– – ﹤0.01% 3642
2016
Q4 		$6K Hold
400
– – ﹤0.01% 3840
2016
Q3 		$10K Hold
400
– – ﹤0.01% 3510
2016
Q2 		$8K Hold
400
– – ﹤0.01% 3379
2016
Q1 		$4K Hold
400
– – ﹤0.01% 3686
2015
Q4 		$5K Hold
400
– – ﹤0.01% 3662
2015
Q3 		$6K Buy
+400
New +$7.8K ﹤0.01% 3506

Other funds holding EVH

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's EVH Position: Q1 2026 in Review

Creative Planning increased its Evolent Health (EVH) stake by 109% in Q1 2026, buying an estimated $575K and bringing the position to 347,372 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Creative Planning first reported a position in EVH in Q3 2015 and has held it in 18 quarters since. The position peaked at $1.25M in Q2 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Creative Planning held 347,372 shares of Evolent Health worth $792K as of Q1 2026.
  • Creative Planning bought 181,158 Evolent Health shares in Q1 2026, an estimated $575K.
  • Evolent Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2651 holding.
  • Creative Planning first reported a position in Evolent Health in Q3 2015 and has held it in 18 quarters since.
  • Creative Planning's Evolent Health position peaked at $1.25M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.