Raymond James Financial
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Raymond James Financial’s Evolent Health EVH Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-330
Closed -$3.72K – 5533
2025
Q2 		$3.72K Buy
+330
New +$3.03K ﹤0.01% 6255
2025
Q1 		– Sell
-225,995
Closed -$2.54M – 4853
2024
Q4 		$2.54M Buy
+225,995
New +$3.97M ﹤0.01% 2801

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's EVH Position: Q3 2025 in Review

Raymond James Financial sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 330 shares — an estimated $3.72K sold.

Raymond James Financial first reported a position in EVH in Q4 2024 and held it in 2 quarters. The position peaked at $2.54M in Q4 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • Raymond James Financial reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 330 Evolent Health shares in Q3 2025, an estimated $3.72K.
  • Raymond James Financial first reported a position in Evolent Health in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's Evolent Health position peaked at $2.54M in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.