Physician Wealth Advisors’s Evolent Health EVH Stock Holding History

Physician Wealth 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
2025 Q4	–	Sell	-245	Closed	-$2.07K	–	2074
2025 Q3	$2.07K	Hold	245	–	–	﹤0.01%	1210
2025 Q2	$2.76K	Buy	+245	New	+$2.25K	﹤0.01%	939
2025 Q1	–	Sell	-49	Closed	-$552	–	1464
2024 Q4	$552	Buy	+49	New	+$861	﹤0.01%	1096

Other funds holding EVH

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Physician Wealth Advisors's EVH Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 245 shares — an estimated $2.07K sold.

Physician Wealth Advisors first reported a position in EVH in Q4 2024 and held it in 3 quarters. The position peaked at $2.76K in Q2 2025. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

Physician Wealth Advisors reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 245 Evolent Health shares in Q4 2025, an estimated $2.07K.
Physician Wealth Advisors first reported a position in Evolent Health in Q4 2024 and held it in 3 quarters.
Physician Wealth Advisors's Evolent Health position peaked at $2.76K in Q2 2025.
215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.