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Integrated Wealth Concepts’s Evolent Health EVH Stock Holding History

Integrated Wealth Concepts’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 		$15.8K Buy
+2,913
New +$11.2K ﹤0.01% 4262

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

Integrated Wealth Concepts's EVH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Evolent Health (EVH) in Q2 2026: 2,913 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #4262 among its holdings.

199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Integrated Wealth Concepts held 2,913 shares of Evolent Health worth $15.8K as of Q2 2026.
  • Evolent Health was a new Integrated Wealth Concepts position in Q2 2026.
  • Evolent Health made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4262 holding.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

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