EWA
EVH icon

EverSource Wealth Advisors’s Evolent Health EVH Stock Holding History

EverSource Wealth Advisors’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 		$845 Sell
371
-47
-11% -$149 ﹤0.01% 3911
2025
Q4 		$1.67K Sell
418
-989
-70% -$5.5K ﹤0.01% 3559
2025
Q3 		$11.9K Sell
1,407
-107
-7% -$1.04K ﹤0.01% 2721
2025
Q2 		$17K Buy
1,514
+313
+26% +$2.88K ﹤0.01% 2424
2025
Q1 		$11.4K Buy
1,201
+676
+129% +$6.83K ﹤0.01% 2043
2024
Q4 		$5.91K Sell
525
-10
-2% -$176 ﹤0.01% 2274
2024
Q3 		$15.1K Buy
535
+163
+44% +$4.2K ﹤0.01% 1638
2024
Q2 		$8.68K Buy
372
+102
+38% +$2.6K ﹤0.01% 1930
2024
Q1 		$7.49K Hold
270
– – ﹤0.01% 1839
2023
Q4 		$8.92K Buy
270
+41
+18% +$1.16K ﹤0.01% 1607
2023
Q3 		$6.24K Buy
+229
New +$6.37K ﹤0.01% 1611
2022
Q2 		– Sell
-421
Closed -$14K – 1764
2022
Q1 		$14K Hold
421
– – ﹤0.01% 837
2021
Q4 		$12K Buy
+421
New +$12.1K ﹤0.01% 886

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

EverSource Wealth Advisors's EVH Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Evolent Health (EVH) stake by 11% in Q1 2026, selling an estimated $149 and leaving 371 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

EverSource Wealth Advisors first reported a position in EVH in Q4 2021 and has held it in 13 quarters since. The position peaked at $17K in Q2 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • EverSource Wealth Advisors held 371 shares of Evolent Health worth $845 as of Q1 2026.
  • EverSource Wealth Advisors sold 47 Evolent Health shares in Q1 2026, an estimated $149.
  • Evolent Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3911 holding.
  • EverSource Wealth Advisors first reported a position in Evolent Health in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Evolent Health position peaked at $17K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.