FFO
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Fortitude Family Office’s Evolent Health EVH Stock Holding History

Fortitude Family Office’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 		$967 Hold
277
– – ﹤0.01% 2259
2026
Q2 		$1.5K Buy
277
+2
+0.7% +$8 ﹤0.01% 1599
2026
Q1 		$627 Hold
275
– – ﹤0.01% 1640
2025
Q4 		$1.1K Buy
275
+145
+112% +$806 ﹤0.01% 1412
2025
Q3 		$1.1K Hold
130
– – ﹤0.01% 1512
2025
Q2 		$1.46K Buy
+130
New +$1.19K ﹤0.01% 1341

Other funds holding EVH

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
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

Fortitude Family Office's EVH Position: Q3 2026 in Review

Fortitude Family Office held its Evolent Health (EVH) position steady in Q3 2026 at 277 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Fortitude Family Office first reported a position in EVH in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.5K in Q2 2026. 10 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Fortitude Family Office held 277 shares of Evolent Health worth $967 as of Q3 2026.
  • Fortitude Family Office left its Evolent Health share count unchanged in Q3 2026.
  • Evolent Health made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2259 holding.
  • Fortitude Family Office first reported a position in Evolent Health in Q2 2025 and has held it in 6 quarters since.
  • Fortitude Family Office's Evolent Health position peaked at $1.5K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.