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Mark Sheptoff Financial Planning’s Evolent Health EVH Stock Holding History

Mark Sheptoff Financial Planning’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 		$136 Hold
25
– – ﹤0.01% 510
2026
Q1 		$98 Hold
25
– – ﹤0.01% 504
2025
Q4 		$100 Hold
25
– – ﹤0.01% 504
2025
Q3 		$212 Hold
25
– – ﹤0.01% 475
2025
Q2 		$282 Hold
25
– – ﹤0.01% 502
2025
Q1 		$237 Hold
25
– – ﹤0.01% 437
2024
Q4 		$281 Hold
25
– – ﹤0.01% 425
2024
Q3 		$707 Hold
25
– – ﹤0.01% 412
2024
Q2 		$478 Hold
25
– – ﹤0.01% 416
2024
Q1 		$820 Buy
+25
New +$798 ﹤0.01% 380

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

Mark Sheptoff Financial Planning's EVH Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Evolent Health (EVH) position steady in Q2 2026 at 25 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Mark Sheptoff Financial Planning first reported a position in EVH in Q1 2024 and has held it in 10 quarters since. The position peaked at $820 in Q1 2024. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Mark Sheptoff Financial Planning held 25 shares of Evolent Health worth $136 as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Evolent Health share count unchanged in Q2 2026.
  • Evolent Health made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #510 holding.
  • Mark Sheptoff Financial Planning first reported a position in Evolent Health in Q1 2024 and has held it in 10 quarters since.
  • Mark Sheptoff Financial Planning's Evolent Health position peaked at $820 in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.