LFG
EVH icon

Larson Financial Group’s Evolent Health EVH Stock Holding History

Larson Financial Group’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 		– Sell
-482
Closed -$1.93K – 3693
2025
Q4 		$1.93K Buy
482
+386
+402% +$2.15K ﹤0.01% 2791
2025
Q3 		$812 Sell
96
-53
-36% -$514 ﹤0.01% 2978
2025
Q2 		$1.68K Buy
+149
New +$1.37K ﹤0.01% 2477

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

Larson Financial Group's EVH Position: Q1 2026 in Review

Larson Financial Group sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 482 shares — an estimated $1.93K sold.

Larson Financial Group first reported a position in EVH in Q2 2025 and held it in 3 quarters. The position peaked at $1.93K in Q4 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Larson Financial Group reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 482 Evolent Health shares in Q1 2026, an estimated $1.93K.
  • Larson Financial Group first reported a position in Evolent Health in Q2 2025 and held it in 3 quarters.
  • Larson Financial Group's Evolent Health position peaked at $1.93K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.