FFA
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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
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

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

Farther Finance Advisors's EVH Position: Q1 2026 in Review

Farther Finance Advisors increased its Evolent Health (EVH) stake by 64% in Q1 2026, buying an estimated $1.25K and bringing the position to 1,012 shares worth $2.25K. 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 13 quarters since. The position peaked at $21K in Q3 2024. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Farther Finance Advisors held 1,012 shares of Evolent Health worth $2.25K as of Q1 2026.
  • Farther Finance Advisors bought 394 Evolent Health shares in Q1 2026, an estimated $1.25K.
  • Evolent Health made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #4861 holding.
  • Farther Finance Advisors first reported a position in Evolent Health in Q4 2022 and has held it in 13 quarters since.
  • Farther Finance Advisors's Evolent Health position peaked at $21K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.