ERn Financial LLC’s Evolent Health EVH Stock Holding History

ERn Financial LLC’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	$160K	Hold	29,574	–	–	0.03%	161
2026 Q1	$67.4K	Hold	29,574	–	–	0.01%	149
2025 Q4	$118K	Hold	29,574	–	–	0.02%	145
2025 Q3	$250K	Hold	29,574	–	–	0.05%	126
2025 Q2	$333K	Hold	29,574	–	–	0.07%	116
2025 Q1	$280K	Hold	29,574	–	–	0.04%	159
2024 Q4	$333K	Hold	29,574	–	–	0.05%	162
2024 Q3	$836K	Sell	29,574 -30,000	-50%	-$773K	0.13%	109
2024 Q2	$1.14M	Hold	59,574	–	–	0.19%	81
2024 Q1	$1.95M	Sell	59,574 -7,676	-11%	-$245K	0.34%	61
2023 Q4	$2.01M	Hold	67,250	–	–	0.38%	58
2023 Q3	$1.83M	Buy	+67,250	New	+$1.87M	0.4%	58

Other funds holding EVH

BSP

Benefit Street Partners New York $69.6M AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ERn Financial LLC's EVH Position: Q2 2026 in Review

ERn Financial LLC held its Evolent Health (EVH) position steady in Q2 2026 at 29,574 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #161.

ERn Financial LLC first reported a position in EVH in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.01M in Q4 2023. 36 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

ERn Financial LLC held 29,574 shares of Evolent Health worth $160K as of Q2 2026.
ERn Financial LLC left its Evolent Health share count unchanged in Q2 2026.
Evolent Health made up 0.03% of ERn Financial LLC's portfolio in Q2 2026, its #161 holding.
ERn Financial LLC first reported a position in Evolent Health in Q3 2023 and has held it in 12 quarters since.
ERn Financial LLC's Evolent Health position peaked at $2.01M in Q4 2023.
36 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.