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Rothschild Investment LLC’s Evolent Health EVH Stock Holding History

Rothschild Investment LLC’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 		$4.94K Buy
911
+241
+36% +$924 ﹤0.01% 2267
2026
Q1 		$1.53K Buy
670
+352
+111% +$1.12K ﹤0.01% 2672
2025
Q4 		$1.27K Buy
318
+128
+67% +$712 ﹤0.01% 2585
2025
Q3 		$1.61K Sell
190
-80
-30% -$776 ﹤0.01% 2365
2025
Q2 		$3.04K Buy
270
+110
+69% +$1.01K ﹤0.01% 1777
2025
Q1 		$1.51K Buy
160
+60
+60% +$606 ﹤0.01% 2079
2024
Q4 		$1.13K Sell
100
-10
-9% -$176 ﹤0.01% 2148
2024
Q3 		$3.11K Buy
110
+80
+267% +$2.06K ﹤0.01% 1488
2024
Q2 		$574 Buy
30
+20
+200% +$511 ﹤0.01% 1927
2024
Q1 		$328 Buy
+10
New +$319 ﹤0.01% 1517

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's EVH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Evolent Health (EVH) stake by 36% in Q2 2026, buying an estimated $924 and bringing the position to 911 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Rothschild Investment LLC first reported a position in EVH in Q1 2024 and has held it in 10 quarters since. 64 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Rothschild Investment LLC held 911 shares of Evolent Health worth $4.94K as of Q2 2026.
  • Rothschild Investment LLC bought 241 Evolent Health shares in Q2 2026, an estimated $924.
  • Evolent Health made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2267 holding.
  • Rothschild Investment LLC first reported a position in Evolent Health in Q1 2024 and has held it in 10 quarters since.
  • 64 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.