IFP Advisors
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IFP Advisors’s Evolent Health EVH Stock Holding History

IFP Advisors’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
Q3 		– Sell
-563
Closed -$3.05K – 5291
2026
Q2 		$3.05K Buy
+563
New +$2.16K ﹤0.01% 4048
2025
Q2 		– Hold
0
– – – 3689
2025
Q1 		– Hold
0
– – – 3994
2024
Q4 		– Hold
0
– – – 4160
2023
Q2 		– Sell
-68
Closed -$1.35K – 3481
2023
Q1 		$1.35K Sell
68
-18
-21% -$569 ﹤0.01% 3019
2022
Q4 		$3K Sell
86
-476
-85% -$13.6K ﹤0.01% 3999
2022
Q3 		$18K Buy
562
+503
+853% +$17.7K ﹤0.01% 3179
2022
Q2 		$2K Hold
59
– – ﹤0.01% 4112
2022
Q1 		$2K Buy
59
+56
+1,867% +$1.47K ﹤0.01% 4109
2021
Q4 		$1K Buy
+3
New +$86 ﹤0.01% 2990
2019
Q1 		– Sell
-9
Closed – – 2665
2018
Q4 		$0 Sell
9
-200
-96% -$4.63K ﹤0.01% 3626
2018
Q3 		$6K Buy
209
+91
+77% +$2.17K ﹤0.01% 3122
2018
Q2 		$2K Sell
118
-48
-29% -$909 ﹤0.01% 3575
2018
Q1 		$2K Hold
166
– – ﹤0.01% 3492
2017
Q4 		$2K Buy
166
+157
+1,744% +$2.21K ﹤0.01% 3543
2017
Q3 		$0 Hold
9
– – ﹤0.01% 4103
2017
Q2 		$0 Buy
+9
New +$216 ﹤0.01% 4114

Other funds holding EVH

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

IFP Advisors's EVH Position: Q3 2026 in Review

IFP Advisors sold out of Evolent Health (EVH) in Q3 2026, closing a stake of 563 shares — an estimated $3.05K sold.

IFP Advisors first reported a position in EVH in Q2 2017 and held it in 14 quarters. The position peaked at $18K in Q3 2022. 34 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • IFP Advisors reported no remaining Evolent Health position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 563 Evolent Health shares in Q3 2026, an estimated $3.05K.
  • IFP Advisors first reported a position in Evolent Health in Q2 2017 and held it in 14 quarters.
  • IFP Advisors's Evolent Health position peaked at $18K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.