MFG
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Merit Financial Group’s Evolent Health EVH Stock Holding History

Merit 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
Q2 		$72.5K Buy
+13,382
New +$51.3K ﹤0.01% 2257

Other funds holding EVH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's EVH Position: Q2 2026 in Review

Merit Financial Group opened a new position in Evolent Health (EVH) in Q2 2026: 13,382 shares worth $72.5K. The stake represents ﹤0.01% of the portfolio and ranks #2257 among its holdings.

15 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Merit Financial Group held 13,382 shares of Evolent Health worth $72.5K as of Q2 2026.
  • Evolent Health was a new Merit Financial Group position in Q2 2026.
  • Evolent Health made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2257 holding.
  • 15 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.