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 Q2	–	Sell	-434	Closed	-$990	–	1289
2026 Q1	$990	Buy	+434	New	+$1.38K	﹤0.01%	2620

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

Root Financial Partners's EVH Position: Q2 2026 in Review

Root Financial Partners sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 434 shares — an estimated $990 sold.

Root Financial Partners first reported a position in EVH in Q1 2026 and held it in 1 quarter. The position peaked at $990 in Q1 2026. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Root Financial Partners reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 434 Evolent Health shares in Q2 2026, an estimated $990.
Root Financial Partners first reported a position in Evolent Health in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Evolent Health position peaked at $990 in Q1 2026.
198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.