MWP
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Meriwether Wealth & Planning’s Evolent Health EVH Stock Holding History

Meriwether Wealth & 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
Q3 		$436 Buy
+125
New +$554 ﹤0.01% 781

Other funds holding EVH

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Meriwether Wealth & Planning's EVH Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Evolent Health (EVH) in Q3 2026: 125 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings.

6 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Meriwether Wealth & Planning held 125 shares of Evolent Health worth $436 as of Q3 2026.
  • Evolent Health was a new Meriwether Wealth & Planning position in Q3 2026.
  • Evolent Health made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #781 holding.
  • 6 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.