Rockefeller Capital Management’s Evolent Health EVH Stock Holding History

Rockefeller Capital Management’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	$1.64K	Sell	303 -743	-71%	-$2.85K	﹤0.01%	4458
2026 Q1	$2.38K	Sell	1,046 -4,257	-80%	-$13.5K	﹤0.01%	4383
2025 Q4	$21.2K	Buy	5,303 +5,283	+26,415%	+$29.4K	﹤0.01%	3492
2025 Q3	$169	Buy	+20	New	+$194	﹤0.01%	4355
2023 Q1	–	Sell	-138	Closed	-$3K	–	2570
2022 Q4	$3K	Hold	138	–	–	﹤0.01%	3457
2022 Q3	$4K	Sell	138 -109	-44%	-$3.84K	﹤0.01%	3392
2022 Q2	$7K	Buy	247 +171	+225%	+$4.98K	﹤0.01%	3291
2022 Q1	$2K	Sell	76 -1	-1%	-$26	﹤0.01%	3596
2021 Q4	$2K	Sell	77 -39	-34%	-$1.12K	﹤0.01%	3529
2021 Q3	$3K	Buy	116 +38	+49%	+$912	﹤0.01%	3330
2021 Q2	$1K	Buy	+78	New	+$1.56K	﹤0.01%	3327

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

Rockefeller Capital Management's EVH Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Evolent Health (EVH) stake by 71% in Q2 2026, selling an estimated $2.85K and leaving 303 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4458.

Rockefeller Capital Management first reported a position in EVH in Q2 2021 and has held it in 11 quarters since. The position peaked at $21.2K in Q4 2025. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Rockefeller Capital Management held 303 shares of Evolent Health worth $1.64K as of Q2 2026.
Rockefeller Capital Management sold 743 Evolent Health shares in Q2 2026, an estimated $2.85K.
Evolent Health made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4458 holding.
Rockefeller Capital Management first reported a position in Evolent Health in Q2 2021 and has held it in 11 quarters since.
Rockefeller Capital Management's Evolent Health position peaked at $21.2K in Q4 2025.
198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.