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HB Wealth Management’s Evolent Health EVH Stock Holding History

HB Wealth 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
2026
Q1 		$76.5K Buy
33,560
+1,016
+3% +$3.22K ﹤0.01% 1514
2025
Q4 		$130K Sell
32,544
-4,788
-13% -$26.6K ﹤0.01% 1357
2025
Q3 		$316K Buy
+37,332
New +$362K ﹤0.01% 1047
2025
Q2 		– Sell
-37,515
Closed -$355K – 1202
2025
Q1 		$355K Buy
37,515
+345
+0.9% +$3.48K ﹤0.01% 895
2024
Q4 		$418K Buy
37,170
+35
+0.1% +$615 ﹤0.01% 681
2024
Q3 		$1.05M Sell
37,135
-10,605
-22% -$273K 0.01% 390
2024
Q2 		$913K Buy
47,740
+4,601
+11% +$117K 0.01% 388
2024
Q1 		$1.41M Hold
43,139
– – 0.02% 298
2023
Q4 		$1.42M Buy
+43,139
New +$1.22M 0.02% 273

Other funds holding EVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HB Wealth Management's EVH Position: Q1 2026 in Review

HB Wealth Management increased its Evolent Health (EVH) stake by 3.1% in Q1 2026, buying an estimated $3.22K and bringing the position to 33,560 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

HB Wealth Management first reported a position in EVH in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.42M in Q4 2023. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • HB Wealth Management held 33,560 shares of Evolent Health worth $76.5K as of Q1 2026.
  • HB Wealth Management bought 1,016 Evolent Health shares in Q1 2026, an estimated $3.22K.
  • Evolent Health made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1514 holding.
  • HB Wealth Management first reported a position in Evolent Health in Q4 2023 and has held it in 9 quarters since.
  • HB Wealth Management's Evolent Health position peaked at $1.42M in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.