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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
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% 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

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

IFP Advisors's EVH Position: Q2 2026 in Review

IFP Advisors opened a new position in Evolent Health (EVH) in Q2 2026: 563 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #4048 among its holdings. This is a return to the name: IFP Advisors previously reported a position in EVH as recently as Q1 2023.

IFP Advisors first reported a position in EVH in Q2 2017 and has held it in 14 quarters since. The position peaked at $18K in Q3 2022. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • IFP Advisors held 563 shares of Evolent Health worth $3.05K as of Q2 2026.
  • Evolent Health was a new IFP Advisors position in Q2 2026.
  • Evolent Health made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4048 holding.
  • IFP Advisors first reported a position in Evolent Health in Q2 2017 and has held it in 14 quarters since.
  • IFP Advisors's Evolent Health position peaked at $18K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.