Cresset Asset Management’s Evolent Health EVH Stock Holding History

Cresset 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	$62K	Hold	11,446	–	–	﹤0.01%	1694
2026 Q1	$26.1K	Hold	11,446	–	–	﹤0.01%	1598
2025 Q4	$45.8K	Hold	11,446	–	–	﹤0.01%	1619
2025 Q3	$96.8K	Hold	11,446	–	–	﹤0.01%	1498
2025 Q2	$129K	Sell	11,446 -1,790	-14%	-$16.4K	﹤0.01%	1344
2025 Q1	$125K	Buy	+13,236	New	+$134K	﹤0.01%	1599
2024 Q4	–	Sell	-9,049	Closed	-$256K	–	1903
2024 Q3	$256K	Buy	+9,049	New	+$233K	﹤0.01%	1876
2024 Q2	–	Sell	-8,108	Closed	-$266K	–	2120
2024 Q1	$266K	Buy	8,108 +1,045	+15%	+$33.3K	﹤0.01%	1644
2023 Q4	$233K	Buy	+7,063	New	+$200K	﹤0.01%	1617

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

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

Cresset Asset Management held its Evolent Health (EVH) position steady in Q2 2026 at 11,446 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Cresset Asset Management first reported a position in EVH in Q4 2023 and has held it in 9 quarters since. The position peaked at $266K in Q1 2024. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Cresset Asset Management held 11,446 shares of Evolent Health worth $62K as of Q2 2026.
Cresset Asset Management left its Evolent Health share count unchanged in Q2 2026.
Evolent Health made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1694 holding.
Cresset Asset Management first reported a position in Evolent Health in Q4 2023 and has held it in 9 quarters since.
Cresset Asset Management's Evolent Health position peaked at $266K in Q1 2024.
198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.