Franklin Resources
EVH icon

Franklin Resources’s Evolent Health EVH Stock Holding History

Franklin Resources’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 		$1.43M Buy
+264,453
New +$1.01M ﹤0.01% 2128
2025
Q1 		– Sell
-33,030
Closed -$372K – 2997
2024
Q4 		$372K Sell
33,030
-876,746
-96% -$15.4M ﹤0.01% 2426
2024
Q3 		$24.7M Buy
909,776
+263,815
+41% +$6.8M 0.01% 825
2024
Q2 		$12.4M Buy
645,961
+92,496
+17% +$2.36M ﹤0.01% 1005
2024
Q1 		$18.1M Buy
553,465
+546,844
+8,259% +$17.5M 0.01% 897
2023
Q4 		$219K Buy
+6,621
New +$187K ﹤0.01% 2317

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

Franklin Resources's EVH Position: Q2 2026 in Review

Franklin Resources opened a new position in Evolent Health (EVH) in Q2 2026: 264,453 shares worth $1.43M. The stake represents ﹤0.01% of the portfolio and ranks #2128 among its holdings. This is a return to the name: Franklin Resources previously reported a position in EVH as recently as Q4 2024.

Franklin Resources first reported a position in EVH in Q4 2023 and has held it in 6 quarters since. The position peaked at $24.7M in Q3 2024. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Franklin Resources held 264,453 shares of Evolent Health worth $1.43M as of Q2 2026.
  • Evolent Health was a new Franklin Resources position in Q2 2026.
  • Evolent Health made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2128 holding.
  • Franklin Resources first reported a position in Evolent Health in Q4 2023 and has held it in 6 quarters since.
  • Franklin Resources's Evolent Health position peaked at $24.7M in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.