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Guggenheim Capital’s Evolent Health EVH Stock Holding History

Guggenheim Capital’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
-10,849
Closed -$91.8K – 1783
2025
Q3 		$91.8K Sell
10,849
-176
-2% -$1.71K ﹤0.01% 1560
2025
Q2 		$124K Sell
11,025
-236
-2% -$2.17K ﹤0.01% 1548
2025
Q1 		$107K Sell
11,261
-106
-0.9% -$1.07K ﹤0.01% 1598
2024
Q4 		$128K Sell
11,367
-803
-7% -$14.1K ﹤0.01% 1643
2024
Q3 		$344K Buy
12,170
+64
+0.5% +$1.65K ﹤0.01% 1557
2024
Q2 		$231K Sell
12,106
-320,323
-96% -$8.18M ﹤0.01% 1726
2024
Q1 		$10.9M Buy
332,429
+7,457
+2% +$238K 0.08% 295
2023
Q4 		$10.7M Hold
324,972
– – 0.08% 292
2023
Q3 		$8.85M Hold
324,972
– – 0.08% 315
2023
Q2 		$9.85M Sell
324,972
-52,260
-14% -$1.69M 0.08% 301
2023
Q1 		$12.2M Hold
377,232
– – 0.1% 229
2022
Q4 		$10.6M Hold
377,232
– – 0.09% 271
2022
Q3 		$13.6M Sell
377,232
-1
-0% -$35 0.12% 195
2022
Q2 		$11.6M Sell
377,233
-103,143
-21% -$3.01M 0.09% 262
2022
Q1 		$15.5M Sell
480,376
-18,615
-4% -$487K 0.09% 249
2021
Q4 		$13.8M Buy
498,991
+1,096
+0.2% +$31.4K 0.07% 310
2021
Q3 		$15.4M Sell
497,895
-18,388
-4% -$441K 0.09% 241
2021
Q2 		$10.9M Sell
516,283
-148,082
-22% -$2.97M 0.06% 372
2021
Q1 		$13.4M Hold
664,365
– – 0.09% 272
2020
Q4 		$10.7M Buy
664,365
+193,736
+41% +$2.56M 0.07% 318
2020
Q3 		$5.84M Hold
470,629
– – 0.04% 467
2020
Q2 		$3.35M Hold
470,629
– – 0.03% 676
2020
Q1 		$2.56M Buy
470,629
+250
+0.1% +$2.23K 0.03% 683
2019
Q4 		$4.26M Buy
470,379
+3,903
+0.8% +$31.7K 0.03% 699
2019
Q3 		$3.35M Buy
466,476
+184,294
+65% +$1.32M 0.03% 792
2019
Q2 		$2.24M Buy
282,182
+75
+0% +$888 0.02% 1012
2019
Q1 		$3.55M Sell
282,107
-34,211
-11% -$542K 0.03% 790
2018
Q4 		$6.31M Buy
316,318
+144,263
+84% +$3.34M 0.05% 440
2018
Q3 		$4.89M Buy
+172,055
New +$4.1M 0.03% 736

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guggenheim Capital's EVH Position: Q4 2025 in Review

Guggenheim Capital sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 10,849 shares — an estimated $91.8K sold.

Guggenheim Capital first reported a position in EVH in Q3 2018 and held it in 29 quarters. The position peaked at $15.5M in Q1 2022. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

  • Guggenheim Capital reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
  • Guggenheim Capital sold 10,849 Evolent Health shares in Q4 2025, an estimated $91.8K.
  • Guggenheim Capital first reported a position in Evolent Health in Q3 2018 and held it in 29 quarters.
  • Guggenheim Capital's Evolent Health position peaked at $15.5M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Guggenheim Capital's 13F filing for Q4 2025, filed 17 Feb 2026.