PS
EVH icon

Principal Securities’s Evolent Health EVH Stock Holding History

Principal Securities’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
Q2 		– Sell
-419
Closed -$4.71K – 3751
2025
Q1 		$4.71K Hold
419
– – ﹤0.01% 2794
2024
Q4 		$4.71K Sell
419
-106
-20% -$1.86K ﹤0.01% 2791
2024
Q3 		$14.8K Sell
525
-4
-0.8% -$103 ﹤0.01% 2266
2024
Q2 		$10.1K Sell
529
-31
-6% -$792 ﹤0.01% 2387
2024
Q1 		$18.4K Buy
560
+62
+12% +$1.98K ﹤0.01% 2047
2023
Q4 		$16.4K Buy
+498
New +$14.1K ﹤0.01% 2030

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Securities's EVH Position: Q2 2025 in Review

Principal Securities sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 419 shares — an estimated $4.71K sold.

Principal Securities first reported a position in EVH in Q4 2023 and held it in 6 quarters. The position peaked at $18.4K in Q1 2024. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

  • Principal Securities reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 419 Evolent Health shares in Q2 2025, an estimated $4.71K.
  • Principal Securities first reported a position in Evolent Health in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Evolent Health position peaked at $18.4K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.