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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
Q2 		$194K Buy
35,842
+2,282
+7% +$8.75K ﹤0.01% 1604
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 $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

HB Wealth Management's EVH Position: Q2 2026 in Review

HB Wealth Management increased its Evolent Health (EVH) stake by 6.8% in Q2 2026, buying an estimated $8.75K and bringing the position to 35,842 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

HB Wealth Management first reported a position in EVH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2023. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • HB Wealth Management held 35,842 shares of Evolent Health worth $194K as of Q2 2026.
  • HB Wealth Management bought 2,282 Evolent Health shares in Q2 2026, an estimated $8.75K.
  • Evolent Health made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1604 holding.
  • HB Wealth Management first reported a position in Evolent Health in Q4 2023 and has held it in 10 quarters since.
  • HB Wealth Management's Evolent Health position peaked at $1.42M in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.