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HWM
HB Wealth Management’s
Evolv Technologies
EVLV
Stock Holding History
HB Wealth Management’s Portfolio
EVLV Stock Details
EVLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$223K
Buy
36,917
+1,055
+3%
+$6.17K
﹤0.01%
1374
2025
Q4
$257K
Buy
35,862
+14
+0%
+$100
﹤0.01%
1219
2025
Q3
$271K
Buy
35,848
+195
+0.5%
+$1.42K
﹤0.01%
1127
2025
Q2
$222K
Sell
35,653
-54
-0.2%
-$250
﹤0.01%
1067
2025
Q1
$111K
Buy
35,707
+125
+0.4%
+$439
﹤0.01%
1171
2024
Q4
$141K
Hold
35,582
–
–
﹤0.01%
1007
2024
Q3
$144K
Hold
35,582
–
–
﹤0.01%
914
2024
Q2
$90.7K
Hold
35,582
–
–
﹤0.01%
881
2024
Q1
$158K
Buy
35,582
+11,697
+49%
+$50.5K
﹤0.01%
808
2023
Q4
$113K
Hold
23,885
–
–
﹤0.01%
762
2023
Q3
$116K
Hold
23,885
–
–
﹤0.01%
739
2023
Q2
$143K
Buy
23,885
+10,365
+77%
+$49K
﹤0.01%
701
2023
Q1
$42.2K
Sell
13,520
-25
-0.2%
-$71
﹤0.01%
706
2022
Q4
$35.1K
Buy
13,545
+25
+0.2%
+$74
﹤0.01%
679
2022
Q3
$29K
Buy
+13,520
New
+$35.3K
﹤0.01%
573
Other funds holding EVLV
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
SPCM
Stoic Point Capital Management
Palo Alto, California
$102M AUM
DCI
Data Collective IV
Palo Alto, California
$55.9M AUM
49.14%
1-Year Est. Return
EA
Emerald Advisers
Leola, Pennsylvania
$3.16B AUM
109.58%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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