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Essential Partners’s Evolent Health EVH Stock Holding History

Essential 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
2026
Q2 		$7.54K Sell
1,392
-5,351
-79% -$20.5K ﹤0.01% 1343
2026
Q1 		$15.4K Buy
6,743
+4,686
+228% +$14.9K 0.01% 1035
2025
Q4 		$8.23K Buy
2,057
+2,025
+6,328% +$11.3K ﹤0.01% 1234
2025
Q3 		$271 Hold
32
– – ﹤0.01% 2344
2025
Q2 		$360 Buy
+32
New +$294 ﹤0.01% 1790

Other funds holding EVH

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Essential Partners's EVH Position: Q2 2026 in Review

Essential Partners reduced its Evolent Health (EVH) stake by 79% in Q2 2026, selling an estimated $20.5K and leaving 1,392 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Essential Partners first reported a position in EVH in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q1 2026. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Essential Partners held 1,392 shares of Evolent Health worth $7.54K as of Q2 2026.
  • Essential Partners sold 5,351 Evolent Health shares in Q2 2026, an estimated $20.5K.
  • Evolent Health made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1343 holding.
  • Essential Partners first reported a position in Evolent Health in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Evolent Health position peaked at $15.4K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.