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Phillips Financial Management’s Evolv Technologies EVLV Stock Holding History

Phillips Financial Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$148K Hold
24,408
– – 0.01% 204
2025
Q4 		$175K Hold
24,408
– – 0.01% 212
2025
Q3 		$184K Hold
24,408
– – 0.01% 216
2025
Q2 		$152K Hold
24,408
– – 0.01% 194
2025
Q1 		$76.2K Hold
24,408
– – 0.01% 203
2024
Q4 		$96.4K Hold
24,408
– – 0.01% 194
2024
Q3 		$98.9K Buy
+24,408
New +$85.2K 0.01% 204

Other funds holding EVLV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SPCM
Stoic Point Capital Management Palo Alto, California $103M AUM
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Phillips Financial Management's EVLV Position: Q1 2026 in Review

Phillips Financial Management held its Evolv Technologies (EVLV) position steady in Q1 2026 at 24,408 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #204.

Phillips Financial Management first reported a position in EVLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $184K in Q3 2025. 260 funds tracked by Wall St. Rank hold EVLV as of Q1 2026.

  • Phillips Financial Management held 24,408 shares of Evolv Technologies worth $148K as of Q1 2026.
  • Phillips Financial Management left its Evolv Technologies share count unchanged in Q1 2026.
  • Evolv Technologies made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #204 holding.
  • Phillips Financial Management first reported a position in Evolv Technologies in Q3 2024 and has held it in 7 quarters since.
  • Phillips Financial Management's Evolv Technologies position peaked at $184K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Evolv Technologies as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.