Fuller & Thaler Asset Management
EVH icon

Fuller & Thaler Asset Management’s Evolent Health EVH Stock Holding History

Fuller & Thaler Asset Management’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
2025
Q4 		– Sell
-37,510
Closed -$317K – 517
2025
Q3 		$317K Sell
37,510
-690
-2% -$6.7K ﹤0.01% 478
2025
Q2 		$430K Sell
38,200
-8,740
-19% -$80.3K ﹤0.01% 442
2025
Q1 		$445K Buy
+46,940
New +$474K ﹤0.01% 451
2024
Q4 		– Sell
-1,516,544
Closed -$42.9M – 620
2024
Q3 		$42.9M Buy
1,516,544
+229,128
+18% +$5.91M 0.17% 193
2024
Q2 		$24.6M Buy
1,287,416
+234,897
+22% +$6M 0.11% 238
2024
Q1 		$34.5M Buy
1,052,519
+295,405
+39% +$9.43M 0.15% 178
2023
Q4 		$25M Buy
757,114
+79,754
+12% +$2.26M 0.13% 179
2023
Q3 		$18.4M Buy
677,360
+51,169
+8% +$1.42M 0.11% 190
2023
Q2 		$19M Buy
626,191
+65,296
+12% +$2.11M 0.11% 188
2023
Q1 		$18.2M Buy
560,895
+39,456
+8% +$1.25M 0.1% 183
2022
Q4 		$14.6M Buy
521,439
+81
+0% +$2.32K 0.09% 181
2022
Q3 		$18.7M Buy
521,358
+1,949
+0.4% +$68.7K 0.13% 163
2022
Q2 		$16M Buy
519,409
+20,182
+4% +$588K 0.11% 178
2022
Q1 		$16.1M Buy
499,227
+497,140
+23,821% +$13M 0.1% 185
2021
Q4 		$58K Hold
2,087
– – ﹤0.01% 461
2021
Q3 		$65K Sell
2,087
-188
-8% -$4.51K ﹤0.01% 446
2021
Q2 		$48K Sell
2,275
-666,982
-100% -$13.4M ﹤0.01% 449
2021
Q1 		$13.5M Buy
669,257
+11,117
+2% +$211K 0.1% 190
2020
Q4 		$10.6M Buy
658,140
+10,551
+2% +$139K 0.1% 196
2020
Q3 		$8.04M Buy
+647,589
New +$7.61M 0.1% 191

Other funds holding EVH

CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management's EVH Position: Q4 2025 in Review

Fuller & Thaler Asset Management sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 37,510 shares — an estimated $317K sold.

Fuller & Thaler Asset Management first reported a position in EVH in Q3 2020 and held it in 20 quarters. The position peaked at $42.9M in Q3 2024. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

  • Fuller & Thaler Asset Management reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 37,510 Evolent Health shares in Q4 2025, an estimated $317K.
  • Fuller & Thaler Asset Management first reported a position in Evolent Health in Q3 2020 and held it in 20 quarters.
  • Fuller & Thaler Asset Management's Evolent Health position peaked at $42.9M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.