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Moody National Bank Trust Division’s Evolent Health EVH Stock Holding History

Moody National Bank Trust Division’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
2025
Q2 		– Sell
-114,081
Closed -$1.08M – 499
2025
Q1 		$1.08M Sell
114,081
-62,572
-35% -$632K 0.11% 211
2024
Q4 		$1.99M Buy
176,653
+7,450
+4% +$131K 0.21% 108
2024
Q3 		$4.79M Buy
169,203
+56,433
+50% +$1.45M 0.51% 36
2024
Q2 		$2.16M Buy
112,770
+26,548
+31% +$678K 0.17% 79
2024
Q1 		$2.83M Sell
86,222
-222
-0.3% -$7.08K 0.22% 55
2023
Q4 		$2.86M Buy
86,444
+7,282
+9% +$206K 0.22% 56
2023
Q3 		$2.16M Buy
79,162
+16,900
+27% +$470K 0.14% 119
2023
Q2 		$1.89M Hold
62,262
– – 0.13% 121
2023
Q1 		$2.02M Buy
62,262
+21,256
+52% +$672K 0.17% 105
2022
Q4 		$1.15M Buy
41,006
+7,000
+21% +$201K 0.1% 168
2022
Q3 		$1.22M Buy
34,006
+7,300
+27% +$257K 0.13% 153
2022
Q2 		$820K Buy
+26,706
New +$778K 0.09% 195

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moody National Bank Trust Division's EVH Position: Q2 2025 in Review

Moody National Bank Trust Division sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 114,081 shares — an estimated $1.08M sold.

Moody National Bank Trust Division first reported a position in EVH in Q2 2022 and held it in 12 quarters. The position peaked at $4.79M in Q3 2024. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

  • Moody National Bank Trust Division reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 114,081 Evolent Health shares in Q2 2025, an estimated $1.08M.
  • Moody National Bank Trust Division first reported a position in Evolent Health in Q2 2022 and held it in 12 quarters.
  • Moody National Bank Trust Division's Evolent Health position peaked at $4.79M in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on Moody National Bank Trust Division's 13F filing for Q2 2025, filed 10 Jul 2025.