OFS
EVH icon

OneAscent Financial Services’s Evolent Health EVH Stock Holding History

OneAscent Financial Services’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
Q3 		– Sell
-11,560
Closed -$132K – 435
2025
Q2 		$132K Buy
+11,560
New +$106K 0.01% 522

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OneAscent Financial Services's EVH Position: Q3 2025 in Review

OneAscent Financial Services sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 11,560 shares — an estimated $132K sold.

OneAscent Financial Services first reported a position in EVH in Q2 2025 and held it in 1 quarter. The position peaked at $132K in Q2 2025. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • OneAscent Financial Services reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 11,560 Evolent Health shares in Q3 2025, an estimated $132K.
  • OneAscent Financial Services first reported a position in Evolent Health in Q2 2025 and held it in 1 quarter.
  • OneAscent Financial Services's Evolent Health position peaked at $132K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.