FFA
EVH icon

Farther Finance Advisors’s Evolent Health EVH Stock Holding History

Farther Finance 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
Q3 		$6.56K Sell
1,880
-100
-5% -$444 ﹤0.01% 4861
2026
Q2 		$10.8K Buy
1,980
+968
+96% +$3.71K ﹤0.01% 4372
2026
Q1 		$2.25K Buy
1,012
+394
+64% +$1.25K ﹤0.01% 4861
2025
Q4 		$2.47K Buy
618
+583
+1,666% +$3.24K ﹤0.01% 4607
2025
Q3 		$296 Sell
35
-470
-93% -$4.56K ﹤0.01% 4643
2025
Q2 		$5.69K Buy
505
+427
+547% +$3.92K ﹤0.01% 3312
2025
Q1 		$755 Buy
78
+73
+1,460% +$737 ﹤0.01% 3693
2024
Q4 		$56 Sell
5
-737
-99% -$13K ﹤0.01% 3862
2024
Q3 		$21K Buy
742
+724
+4,022% +$18.7K ﹤0.01% 2055
2024
Q2 		$331 Sell
18
-30
-63% -$766 ﹤0.01% 3373
2024
Q1 		$1.53K Sell
48
-5
-9% -$160 ﹤0.01% 2602
2023
Q4 		$1.75K Buy
+53
New +$1.5K ﹤0.01% 2487
2023
Q3 		– Sell
-300
Closed -$9.09K – 2638
2023
Q2 		$9.09K Hold
300
– – ﹤0.01% 1229
2023
Q1 		$9.73K Hold
300
– – ﹤0.01% 1124
2022
Q4 		$8.42K Buy
+300
New +$8.6K ﹤0.01% 998

Other funds holding EVH

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Farther Finance Advisors's EVH Position: Q3 2026 in Review

Farther Finance Advisors reduced its Evolent Health (EVH) stake by 5.1% in Q3 2026, selling an estimated $444 and leaving 1,880 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4861.

Farther Finance Advisors first reported a position in EVH in Q4 2022 and has held it in 15 quarters since. The position peaked at $21K in Q3 2024. 6 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Farther Finance Advisors held 1,880 shares of Evolent Health worth $6.56K as of Q3 2026.
  • Farther Finance Advisors sold 100 Evolent Health shares in Q3 2026, an estimated $444.
  • Evolent Health made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4861 holding.
  • Farther Finance Advisors first reported a position in Evolent Health in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Evolent Health position peaked at $21K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.