R Squared’s Evolent Health EVH Stock Holding History

R Squared’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	–	Sell	-11,206	Closed	-$25.6K	–	581
2026 Q1	$25.6K	Buy	+11,206	New	+$35.5K	0.01%	452
2025 Q1	–	Sell	-2,760	Closed	-$31.1K	–	680
2024 Q4	$31.1K	Buy	+2,760	New	+$48.5K	0.03%	686

Other funds holding EVH

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

R Squared's EVH Position: Q2 2026 in Review

R Squared sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 11,206 shares — an estimated $25.6K sold.

R Squared first reported a position in EVH in Q4 2024 and held it in 2 quarters. The position peaked at $31.1K in Q4 2024. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

R Squared reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
R Squared sold 11,206 Evolent Health shares in Q2 2026, an estimated $25.6K.
R Squared first reported a position in Evolent Health in Q4 2024 and held it in 2 quarters.
R Squared's Evolent Health position peaked at $31.1K in Q4 2024.
199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.