Harbor Investment Advisory’s Evolent Health EVH Stock Holding History

Harbor Investment Advisory’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	$8.99K	Hold	1,658	–	–	﹤0.01%	1057
2026 Q1	$3.78K	Hold	1,658	–	–	﹤0.01%	1056
2025 Q4	$6.63K	Hold	1,658	–	–	﹤0.01%	1010
2025 Q3	$14K	Sell	1,658 -400	-19%	-$3.88K	﹤0.01%	847
2025 Q2	$23.2K	Hold	2,058	–	–	﹤0.01%	764
2025 Q1	$19.5K	Hold	2,058	–	–	﹤0.01%	770
2024 Q4	$23.2K	Hold	2,058	–	–	﹤0.01%	731
2024 Q3	$58.2K	Hold	2,058	–	–	0.01%	568
2024 Q2	$39.3K	Hold	2,058	–	–	﹤0.01%	623
2024 Q1	$67.5K	Hold	2,058	–	–	0.01%	523
2023 Q4	$68K	Hold	2,058	–	–	0.01%	501
2023 Q3	$56K	Hold	2,058	–	–	0.01%	526
2023 Q2	$62.4K	Hold	2,058	–	–	0.01%	644
2023 Q1	$66.8K	Hold	2,058	–	–	0.01%	621
2022 Q4	$57.8K	Hold	2,058	–	–	0.01%	659
2022 Q3	$74K	Hold	2,058	–	–	0.01%	549
2022 Q2	$63K	Sell	2,058 -200	-9%	-$5.83K	0.01%	628
2022 Q1	$73K	Hold	2,258	–	–	0.01%	625
2021 Q4	$62K	Hold	2,258	–	–	0.01%	676
2021 Q3	$70K	Hold	2,258	–	–	0.01%	625
2021 Q2	$48K	Hold	2,258	–	–	0.01%	714
2021 Q1	$46K	Sell	2,258 -300	-12%	-$5.71K	0.01%	698
2020 Q4	$41K	Hold	2,558	–	–	0.01%	679
2020 Q3	$32K	Sell	2,558 -350	-12%	-$4.12K	0.01%	617
2020 Q2	$21K	Hold	2,908	–	–	﹤0.01%	618
2020 Q1	$16K	Sell	2,908 -205	-7%	-$1.83K	﹤0.01%	617
2019 Q4	$28K	Buy	+3,113	New	+$25.3K	0.01%	499

Other funds holding EVH

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory's EVH Position: Q2 2026 in Review

Harbor Investment Advisory held its Evolent Health (EVH) position steady in Q2 2026 at 1,658 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Harbor Investment Advisory first reported a position in EVH in Q4 2019 and has held it in 27 quarters since. The position peaked at $74K in Q3 2022. 14 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Harbor Investment Advisory held 1,658 shares of Evolent Health worth $8.99K as of Q2 2026.
Harbor Investment Advisory left its Evolent Health share count unchanged in Q2 2026.
Evolent Health made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1057 holding.
Harbor Investment Advisory first reported a position in Evolent Health in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Evolent Health position peaked at $74K in Q3 2022.
14 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.