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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
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% 4000
2022
Q3 		$18K Buy
562
+503
+853% +$17.7K ﹤0.01% 3180
2022
Q2 		$2K Hold
59
– – ﹤0.01% 4112
2022
Q1 		$2K Buy
59
+56
+1,867% +$1.47K ﹤0.01% 4110
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFP Advisors's EVH Position: Q2 2025 in Review

IFP Advisors held its Evolent Health (EVH) position steady in Q2 2025 at 0 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3689.

IFP Advisors first reported a position in EVH in Q2 2017 and has held it in 13 quarters since. The position peaked at $18K in Q3 2022. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

  • IFP Advisors held 0 shares of Evolent Health worth $3.04K as of Q2 2025.
  • IFP Advisors left its Evolent Health share count unchanged in Q2 2025.
  • Evolent Health made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #3689 holding.
  • IFP Advisors first reported a position in Evolent Health in Q2 2017 and has held it in 13 quarters since.
  • IFP Advisors's Evolent Health position peaked at $18K in Q3 2022.
  • 220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.