SC&H Financial Advisors’s eHealth EHTH Stock Holding History

SC&H Financial Advisors’s Portfolio EHTH Stock Details EHTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,000	Closed	-$43.5K	–	150
2025 Q2	$43.5K	Hold	10,000	–	–	0.01%	155
2025 Q1	$66.8K	Hold	10,000	–	–	0.01%	150
2024 Q4	$94K	Hold	10,000	–	–	0.02%	147
2024 Q3	$40.8K	Hold	10,000	–	–	0.01%	152
2024 Q2	$45.3K	Buy	+10,000	New	+$50.3K	0.01%	143

Other funds holding EHTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SC&H Financial Advisors's EHTH Position: Q3 2025 in Review

SC&H Financial Advisors sold out of eHealth (EHTH) in Q3 2025, closing a stake of 10,000 shares — an estimated $43.5K sold.

SC&H Financial Advisors first reported a position in EHTH in Q2 2024 and held it in 5 quarters. The position peaked at $94K in Q4 2024. 102 funds tracked by Wall St. Rank hold EHTH as of Q3 2025.

SC&H Financial Advisors reported no remaining eHealth position as of Q3 2025 after selling out during the quarter.
SC&H Financial Advisors sold 10,000 eHealth shares in Q3 2025, an estimated $43.5K.
SC&H Financial Advisors first reported a position in eHealth in Q2 2024 and held it in 5 quarters.
SC&H Financial Advisors's eHealth position peaked at $94K in Q4 2024.
102 funds tracked by Wall St. Rank held eHealth as of Q3 2025.

Based on SC&H Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.