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Ironwood Investment Management’s Evolent Health EVH Stock Holding History

Ironwood Investment 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
Q1 		$101K Sell
44,435
-3,272
-7% -$10.4K 0.04% 176
2025
Q4 		$191K Sell
47,707
-2,390
-5% -$13.3K 0.08% 161
2025
Q3 		$424K Sell
50,097
-389
-0.8% -$3.77K 0.18% 120
2025
Q2 		$568K Buy
50,486
+3,857
+8% +$35.4K 0.28% 101
2025
Q1 		$442K Sell
46,629
-5,443
-10% -$55K 0.24% 104
2024
Q4 		$586K Buy
52,072
+27,927
+116% +$491K 0.29% 93
2024
Q3 		$683K Buy
+24,145
New +$622K 0.33% 86

Other funds holding EVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ironwood Investment Management's EVH Position: Q1 2026 in Review

Ironwood Investment Management reduced its Evolent Health (EVH) stake by 6.9% in Q1 2026, selling an estimated $10.4K and leaving 44,435 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #176.

Ironwood Investment Management first reported a position in EVH in Q3 2024 and has held it in 7 quarters since. The position peaked at $683K in Q3 2024. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Ironwood Investment Management held 44,435 shares of Evolent Health worth $101K as of Q1 2026.
  • Ironwood Investment Management sold 3,272 Evolent Health shares in Q1 2026, an estimated $10.4K.
  • Evolent Health made up 0.04% of Ironwood Investment Management's portfolio in Q1 2026, its #176 holding.
  • Ironwood Investment Management first reported a position in Evolent Health in Q3 2024 and has held it in 7 quarters since.
  • Ironwood Investment Management's Evolent Health position peaked at $683K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.