Rockefeller Capital Management
EVH icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockefeller Capital Management's EVH Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Evolent Health (EVH) stake by 80% in Q1 2026, selling an estimated $13.5K and leaving 1,046 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4383.

Rockefeller Capital Management first reported a position in EVH in Q2 2021 and has held it in 10 quarters since. The position peaked at $21.2K in Q4 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Rockefeller Capital Management held 1,046 shares of Evolent Health worth $2.38K as of Q1 2026.
  • Rockefeller Capital Management sold 4,257 Evolent Health shares in Q1 2026, an estimated $13.5K.
  • Evolent Health made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4383 holding.
  • Rockefeller Capital Management first reported a position in Evolent Health in Q2 2021 and has held it in 10 quarters since.
  • Rockefeller Capital Management's Evolent Health position peaked at $21.2K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.