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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
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 $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's EVH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Evolent Health (EVH) stake by 408% in Q1 2026, buying an estimated $7.88K and bringing the position to 3,091 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Pinnacle Wealth Planning Services first reported a position in EVH in Q4 2020 and has held it in 3 quarters since. The position peaked at $97K in Q4 2020. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,091 shares of Evolent Health worth $7.05K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,483 Evolent Health shares in Q1 2026, an estimated $7.88K.
  • Evolent Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2141 holding.
  • Pinnacle Wealth Planning Services first reported a position in Evolent Health in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Evolent Health position peaked at $97K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.