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Pinnacle Wealth Planning Services’s Evolent Health EVH Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$65.2K Buy
12,037
+8,946
+289% +$34.3K 0.01% 1107
2026
Q1 		$7.05K Buy
3,091
+2,483
+408% +$7.88K ﹤0.01% 2141
2025
Q4 		$2.43K Buy
+608
New +$3.38K ﹤0.01% 2442
2021
Q1 		– Sell
-6,084
Closed -$97K – 869
2020
Q4 		$97K Buy
+6,084
New +$80.4K 0.02% 478

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

Pinnacle Wealth Planning Services's EVH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Evolent Health (EVH) stake by 289% in Q2 2026, buying an estimated $34.3K and bringing the position to 12,037 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #1107.

Pinnacle Wealth Planning Services first reported a position in EVH in Q4 2020 and has held it in 4 quarters since. The position peaked at $97K in Q4 2020. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 12,037 shares of Evolent Health worth $65.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8,946 Evolent Health shares in Q2 2026, an estimated $34.3K.
  • Evolent Health made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1107 holding.
  • Pinnacle Wealth Planning Services first reported a position in Evolent Health in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Evolent Health position peaked at $97K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.