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Private Wealth Management Group’s Evolent Health EVH Stock Holding History

Private Wealth Management Group’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 		– Sell
-774
Closed -$3.1K – 1477
2025
Q4 		$3.1K Buy
774
+688
+800% +$3.83K ﹤0.01% 938
2025
Q3 		$728 Hold
86
– – ﹤0.01% 1356
2025
Q2 		$969 Buy
+86
New +$790 ﹤0.01% 1290
2024
Q4 		– Sell
-91
Closed -$2.57K – 1529
2024
Q3 		$2.57K Hold
91
– – ﹤0.01% 976
2024
Q2 		$1.74K Buy
91
+58
+176% +$1.48K ﹤0.01% 1101
2024
Q1 		$1.08K Hold
33
– – ﹤0.01% 1236
2023
Q4 		$1.09K Buy
+33
New +$934 ﹤0.01% 1236

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
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's EVH Position: Q1 2026 in Review

Private Wealth Management Group sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 774 shares — an estimated $3.1K sold.

Private Wealth Management Group first reported a position in EVH in Q4 2023 and held it in 7 quarters. The position peaked at $3.1K in Q4 2025. 192 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Private Wealth Management Group reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 774 Evolent Health shares in Q1 2026, an estimated $3.1K.
  • Private Wealth Management Group first reported a position in Evolent Health in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Evolent Health position peaked at $3.1K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.