HIA
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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
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
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
GI
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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. 13 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.
  • 13 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.