Edgestream Partners’s Evolent Health EVH Stock Holding History

Edgestream Partners’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
2025 Q4	–	Sell	-91,946	Closed	-$778K	–	1001
2025 Q3	$778K	Sell	91,946 -137,835	-60%	-$1.34M	0.02%	668
2025 Q2	$2.59M	Buy	+229,781	New	+$2.11M	0.07%	471
2025 Q1	–	Sell	-177,372	Closed	-$2M	–	896
2024 Q4	$2M	Buy	+177,372	New	+$3.12M	0.09%	401

Other funds holding EVH

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgestream Partners's EVH Position: Q4 2025 in Review

Edgestream Partners sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 91,946 shares — an estimated $778K sold.

Edgestream Partners first reported a position in EVH in Q4 2024 and held it in 3 quarters. The position peaked at $2.59M in Q2 2025. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

Edgestream Partners reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 91,946 Evolent Health shares in Q4 2025, an estimated $778K.
Edgestream Partners first reported a position in Evolent Health in Q4 2024 and held it in 3 quarters.
Edgestream Partners's Evolent Health position peaked at $2.59M in Q2 2025.
215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.