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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
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 $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

Mark Sheptoff Financial Planning's EVH Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Evolent Health (EVH) position steady in Q1 2026 at 25 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Mark Sheptoff Financial Planning first reported a position in EVH in Q1 2024 and has held it in 9 quarters since. The position peaked at $820 in Q1 2024. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Mark Sheptoff Financial Planning held 25 shares of Evolent Health worth $98 as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Evolent Health share count unchanged in Q1 2026.
  • Evolent Health made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #504 holding.
  • Mark Sheptoff Financial Planning first reported a position in Evolent Health in Q1 2024 and has held it in 9 quarters since.
  • Mark Sheptoff Financial Planning's Evolent Health position peaked at $820 in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.