Root Financial Partners
EVH icon

Root Financial Partners’s Evolent Health EVH Stock Holding History

Root Financial Partners’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
Q3 		$122 Buy
+35
New +$155 ﹤0.01% 3611
2026
Q2 		– Sell
-434
Closed -$990 – 1289
2026
Q1 		$990 Buy
+434
New +$1.38K ﹤0.01% 2620

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Root Financial Partners's EVH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Evolent Health (EVH) in Q3 2026: 35 shares worth $122. The stake represents ﹤0.01% of the portfolio and ranks #3611 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EVH as recently as Q1 2026.

Root Financial Partners first reported a position in EVH in Q1 2026 and has held it in 2 quarters since. The position peaked at $990 in Q1 2026. 78 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Root Financial Partners held 35 shares of Evolent Health worth $122 as of Q3 2026.
  • Evolent Health was a new Root Financial Partners position in Q3 2026.
  • Evolent Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3611 holding.
  • Root Financial Partners first reported a position in Evolent Health in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Evolent Health position peaked at $990 in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.