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Dynamic Advisor Solutions’s Evolent Health EVH Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-12,037
Closed -$27.4K – 1059
2026
Q1 		$27.4K Hold
12,037
– – ﹤0.01% 956
2025
Q4 		$48.1K Buy
12,037
+212
+2% +$1.18K ﹤0.01% 926
2025
Q3 		$100K Sell
11,825
-31
-0.3% -$301 ﹤0.01% 921
2025
Q2 		$133K Sell
11,856
-13
-0.1% -$119 ﹤0.01% 878
2025
Q1 		$112K Sell
11,869
-61
-0.5% -$616 ﹤0.01% 828
2024
Q4 		$134K Buy
+11,930
New +$210K 0.01% 634

Other funds holding EVH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
GI
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

Dynamic Advisor Solutions's EVH Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 12,037 shares — an estimated $27.4K sold.

Dynamic Advisor Solutions first reported a position in EVH in Q4 2024 and held it in 6 quarters. The position peaked at $134K in Q4 2024. 15 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,037 Evolent Health shares in Q2 2026, an estimated $27.4K.
  • Dynamic Advisor Solutions first reported a position in Evolent Health in Q4 2024 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Evolent Health position peaked at $134K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.