HighMark Wealth Management’s Evolent Health EVH Stock Holding History

HighMark 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	$7.72K	Sell	1,425 -2,550	-64%	-$9.78K	﹤0.01%	348
2026 Q1	$9.06K	Sell	3,975 -8,900	-69%	-$28.2K	﹤0.01%	303
2025 Q4	$51.5K	Sell	12,875 -37,400	-74%	-$208K	0.02%	166
2025 Q3	$425K	Hold	50,275	–	–	0.19%	52
2025 Q2	$566K	Buy	50,275 +18,000	+56%	+$165K	0.28%	47
2025 Q1	$306K	Hold	32,275	–	–	0.18%	44
2024 Q4	$363K	Buy	32,275 +11,800	+58%	+$207K	0.21%	38
2024 Q3	$579K	Buy	+20,475	New	+$528K	0.32%	38

Other funds holding EVH

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

HighMark Wealth Management reduced its Evolent Health (EVH) stake by 64% in Q2 2026, selling an estimated $9.78K and leaving 1,425 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

HighMark Wealth Management first reported a position in EVH in Q3 2024 and has held it in 8 quarters since. The position peaked at $579K in Q3 2024. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

HighMark Wealth Management held 1,425 shares of Evolent Health worth $7.72K as of Q2 2026.
HighMark Wealth Management sold 2,550 Evolent Health shares in Q2 2026, an estimated $9.78K.
Evolent Health made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #348 holding.
HighMark Wealth Management first reported a position in Evolent Health in Q3 2024 and has held it in 8 quarters since.
HighMark Wealth Management's Evolent Health position peaked at $579K in Q3 2024.
199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.