MassMutual Private Wealth & Trust’s Evolent Health EVH Stock Holding History

MassMutual Private Wealth & Trust’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	$4.87K	Buy	898 +403	+81%	+$1.54K	﹤0.01%	1694
2026 Q1	$1.13K	Buy	+495	New	+$1.57K	﹤0.01%	2108
2025 Q1	–	Sell	-25	Closed	-$281	–	2392
2024 Q4	$281	Buy	+25	New	+$439	﹤0.01%	2225
2023 Q4	–	Sell	-63	Closed	-$1.72K	–	1995
2023 Q3	$1.72K	Sell	63 -30	-32%	-$834	﹤0.01%	1541
2023 Q2	$2.82K	Buy	93 +30	+48%	+$970	﹤0.01%	1376
2023 Q1	$2.04K	Hold	63	–	–	﹤0.01%	1415
2022 Q4	$2K	Buy	+63	New	+$1.81K	﹤0.01%	1244

Other funds holding EVH

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's EVH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Evolent Health (EVH) stake by 81% in Q2 2026, buying an estimated $1.54K and bringing the position to 898 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

MassMutual Private Wealth & Trust first reported a position in EVH in Q4 2022 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

MassMutual Private Wealth & Trust held 898 shares of Evolent Health worth $4.87K as of Q2 2026.
MassMutual Private Wealth & Trust bought 403 Evolent Health shares in Q2 2026, an estimated $1.54K.
Evolent Health made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1694 holding.
MassMutual Private Wealth & Trust first reported a position in Evolent Health in Q4 2022 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.