Envestnet Asset Management
EVH icon

Envestnet Asset Management’s Evolent Health EVH Stock Holding History

Envestnet 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
Q1 		– Sell
-10,974
Closed -$43.9K – 4748
2025
Q4 		$43.9K Sell
10,974
-10,004
-48% -$55.6K ﹤0.01% 4420
2025
Q3 		$177K Buy
20,978
+839
+4% +$8.14K ﹤0.01% 4344
2025
Q2 		$227K Sell
20,139
-2,392
-11% -$22K ﹤0.01% 4171
2025
Q1 		$213K Buy
22,531
+9,730
+76% +$98.3K ﹤0.01% 4115
2024
Q4 		$144K Sell
12,801
-60,709
-83% -$1.07M ﹤0.01% 4158
2024
Q3 		$2.08M Buy
73,510
+13,512
+23% +$348K ﹤0.01% 2631
2024
Q2 		$1.15M Buy
59,998
+9,588
+19% +$245K ﹤0.01% 2942
2024
Q1 		$1.65M Buy
50,410
+25,588
+103% +$817K ﹤0.01% 2695
2023
Q4 		$820K Buy
24,822
+6,566
+36% +$186K ﹤0.01% 3058
2023
Q3 		$497K Sell
18,256
-4,332
-19% -$120K ﹤0.01% 3257
2023
Q2 		$684K Sell
22,588
-7,169
-24% -$232K ﹤0.01% 3034
2023
Q1 		$966K Sell
29,757
-14,096
-32% -$446K ﹤0.01% 2700
2022
Q4 		$1.23M Sell
43,853
-1,797
-4% -$51.5K ﹤0.01% 2485
2022
Q3 		$1.64M Buy
45,650
+5,500
+14% +$194K ﹤0.01% 2202
2022
Q2 		$1.23M Buy
40,150
+4,151
+12% +$121K ﹤0.01% 2430
2022
Q1 		$1.16M Buy
35,999
+6,761
+23% +$177K ﹤0.01% 2564
2021
Q4 		$809K Buy
29,238
+14,354
+96% +$412K ﹤0.01% 2764
2021
Q3 		$461K Buy
14,884
+3,256
+28% +$78.2K ﹤0.01% 3007
2021
Q2 		$246K Buy
11,628
+1,243
+12% +$24.9K ﹤0.01% 3400
2021
Q1 		$210K Sell
10,385
-1,681
-14% -$32K ﹤0.01% 3318
2020
Q4 		$193K Buy
12,066
+68
+0.6% +$899 ﹤0.01% 3150
2020
Q3 		$149K Buy
+11,998
New +$141K ﹤0.01% 2973
2020
Q2 		– Sell
-113,206
Closed -$615K – 3101
2020
Q1 		$615K Buy
113,206
+34,497
+44% +$308K ﹤0.01% 2097
2019
Q4 		$712K Sell
78,709
-11,272
-13% -$91.6K ﹤0.01% 2232
2019
Q3 		$647K Sell
89,981
-11,784
-12% -$84.6K ﹤0.01% 2219
2019
Q2 		$809K Buy
101,765
+609
+0.6% +$7.21K ﹤0.01% 2089
2019
Q1 		$1.27M Sell
101,156
-12,837
-11% -$203K ﹤0.01% 1739
2018
Q4 		$2.27M Buy
+113,993
New +$2.64M ﹤0.01% 1272
2018
Q3 		– Sell
-64,914
Closed -$1.37M – 1663
2018
Q2 		$1.37M Buy
64,914
+11,579
+22% +$219K ﹤0.01% 939
2018
Q1 		$766K Buy
53,335
+6,373
+14% +$91.2K ﹤0.01% 1036
2017
Q4 		$578K Sell
46,962
-2,034
-4% -$28.7K ﹤0.01% 1415
2017
Q3 		$872K Sell
48,996
-2,192
-4% -$45.2K ﹤0.01% 1223
2017
Q2 		$1.3M Buy
+51,188
New +$1.23M ﹤0.01% 1084

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

Envestnet Asset Management's EVH Position: Q1 2026 in Review

Envestnet Asset Management sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 10,974 shares — an estimated $43.9K sold.

Envestnet Asset Management first reported a position in EVH in Q2 2017 and held it in 33 quarters. The position peaked at $2.27M in Q4 2018. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Envestnet Asset Management reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 10,974 Evolent Health shares in Q1 2026, an estimated $43.9K.
  • Envestnet Asset Management first reported a position in Evolent Health in Q2 2017 and held it in 33 quarters.
  • Envestnet Asset Management's Evolent Health position peaked at $2.27M in Q4 2018.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.