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Global Retirement Partners’s Evolent Health EVH Stock Holding History

Global Retirement Partners’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 		$65 Buy
+12
New +$46 ﹤0.01% 4455
2025
Q4 		$224 Buy
+56
New +$311 ﹤0.01% 4095
2024
Q4 		– Sell
-20
Closed -$566 – 3691
2024
Q3 		$566 Buy
+20
New +$516 ﹤0.01% 3251
2023
Q2 		– Sell
-15
Closed -$528 – 3211
2023
Q1 		$528 Buy
+15
New +$474 ﹤0.01% 2910

Other funds holding EVH

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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

Global Retirement Partners's EVH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Evolent Health (EVH) in Q2 2026: 12 shares worth $65. The stake represents ﹤0.01% of the portfolio and ranks #4455 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EVH as recently as Q4 2025.

Global Retirement Partners first reported a position in EVH in Q1 2023 and has held it in 4 quarters since. The position peaked at $566 in Q3 2024. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Global Retirement Partners held 12 shares of Evolent Health worth $65 as of Q2 2026.
  • Evolent Health was a new Global Retirement Partners position in Q2 2026.
  • Evolent Health made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4455 holding.
  • Global Retirement Partners first reported a position in Evolent Health in Q1 2023 and has held it in 4 quarters since.
  • Global Retirement Partners's Evolent Health position peaked at $566 in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.