Nisa Investment Advisors
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Nisa Investment Advisors’s Evolent Health EVH Stock Holding History

Nisa Investment Advisors’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 		$13.4K Buy
2,468
+1,330
+117% +$5.1K ﹤0.01% 2389
2026
Q1 		$2.6K Buy
1,138
+1,015
+825% +$3.22K ﹤0.01% 2578
2025
Q4 		$492 Sell
123
-1,468
-92% -$8.16K ﹤0.01% 2820
2025
Q3 		$13.5K Sell
1,591
-960
-38% -$9.32K ﹤0.01% 2166
2025
Q2 		$28.7K Buy
2,551
+1,194
+88% +$11K ﹤0.01% 1769
2025
Q1 		$12.9K Buy
1,357
+371
+38% +$3.75K ﹤0.01% 2029
2024
Q4 		$11.1K Sell
986
-305
-24% -$5.36K ﹤0.01% 2112
2024
Q3 		$36.5K Buy
1,291
+115
+10% +$2.96K ﹤0.01% 1722
2024
Q2 		$22.5K Buy
1,176
+65
+6% +$1.66K ﹤0.01% 1904
2024
Q1 		$36.4K Buy
1,111
+86
+8% +$2.74K ﹤0.01% 1729
2023
Q4 		$33.9K Sell
1,025
-4,010
-80% -$113K ﹤0.01% 1727
2023
Q3 		$137K Buy
5,035
+4,006
+389% +$111K ﹤0.01% 1409
2023
Q2 		$31.2K Sell
1,029
-1,281
-55% -$41.4K ﹤0.01% 1921
2023
Q1 		$75K Buy
2,310
+10
+0.4% +$316 ﹤0.01% 1591
2022
Q4 		$65K Sell
2,300
-157
-6% -$4.5K ﹤0.01% 1692
2022
Q3 		$78K Buy
2,457
+207
+9% +$7.29K ﹤0.01% 1582
2022
Q2 		$69K Hold
2,250
– – ﹤0.01% 1619
2022
Q1 		$73K Buy
2,250
+910
+68% +$23.8K ﹤0.01% 1728
2021
Q4 		$32K Hold
1,340
– – ﹤0.01% 1831
2021
Q3 		$42K Hold
1,340
– – ﹤0.01% 1972
2021
Q2 		$28K Hold
1,340
– – ﹤0.01% 2062
2021
Q1 		$27K Hold
1,340
– – ﹤0.01% 2084
2020
Q4 		$21K Sell
1,340
-2,850
-68% -$37.7K ﹤0.01% 2114
2020
Q3 		$52K Buy
4,190
+2,270
+118% +$26.7K ﹤0.01% 1791
2020
Q2 		$14K Buy
1,920
+820
+75% +$5.49K ﹤0.01% 1849
2020
Q1 		$6K Buy
1,100
+660
+150% +$5.89K ﹤0.01% 1926
2019
Q4 		$4K Hold
440
– – ﹤0.01% 1943
2019
Q3 		$3K Hold
440
– – ﹤0.01% 1952
2019
Q2 		$3K Hold
440
– – ﹤0.01% 1946
2019
Q1 		$6K Hold
440
– – ﹤0.01% 1871
2018
Q4 		$9K Hold
440
– – ﹤0.01% 1670
2018
Q3 		$12K Buy
+440
New +$10.5K ﹤0.01% 1668

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Nisa Investment Advisors's EVH Position: Q2 2026 in Review

Nisa Investment Advisors increased its Evolent Health (EVH) stake by 117% in Q2 2026, buying an estimated $5.1K and bringing the position to 2,468 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Nisa Investment Advisors first reported a position in EVH in Q3 2018 and has held it in 32 quarters since. The position peaked at $137K in Q3 2023. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Nisa Investment Advisors held 2,468 shares of Evolent Health worth $13.4K as of Q2 2026.
  • Nisa Investment Advisors bought 1,330 Evolent Health shares in Q2 2026, an estimated $5.1K.
  • Evolent Health made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2389 holding.
  • Nisa Investment Advisors first reported a position in Evolent Health in Q3 2018 and has held it in 32 quarters since.
  • Nisa Investment Advisors's Evolent Health position peaked at $137K in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.