SignatureFD
EVH icon

SignatureFD’s Evolent Health EVH Stock Holding History

SignatureFD’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 		$76.2K Sell
21,838
-3,090
-12% -$13.7K ﹤0.01% 1709
2026
Q2 		$135K Sell
24,928
-1,718
-6% -$6.59K ﹤0.01% 1289
2026
Q1 		$60.8K Buy
26,646
+15,744
+144% +$49.9K ﹤0.01% 1613
2025
Q4 		$43.6K Buy
10,902
+2,342
+27% +$13K ﹤0.01% 1731
2025
Q3 		$72.4K Sell
8,560
-2,609
-23% -$25.3K ﹤0.01% 1448
2025
Q2 		$126K Buy
11,169
+4,126
+59% +$37.9K ﹤0.01% 1134
2025
Q1 		$66.7K Buy
7,043
+5,636
+401% +$56.9K ﹤0.01% 1419
2024
Q4 		$15.8K Buy
1,407
+1,316
+1,446% +$23.1K ﹤0.01% 2175
2024
Q3 		$2.57K Sell
91
-187
-67% -$4.82K ﹤0.01% 2768
2024
Q2 		$5.32K Sell
278
-1,180
-81% -$30.1K ﹤0.01% 2491
2024
Q1 		$47.8K Buy
1,458
+13
+0.9% +$415 ﹤0.01% 1584
2023
Q4 		$47.7K Buy
1,445
+1,353
+1,471% +$38.3K ﹤0.01% 1494
2023
Q3 		$2.5K Buy
92
+58
+171% +$1.61K ﹤0.01% 2719
2023
Q2 		$1.03K Sell
34
-35
-51% -$1.13K ﹤0.01% 2965
2023
Q1 		$2.24K Sell
69
-460
-87% -$14.5K ﹤0.01% 2769
2022
Q4 		$14.9K Sell
529
-192
-27% -$5.5K ﹤0.01% 1947
2022
Q3 		$26K Buy
721
+41
+6% +$1.44K ﹤0.01% 1610
2022
Q2 		$21K Buy
680
+97
+17% +$2.83K ﹤0.01% 1739
2022
Q1 		$19K Sell
583
-1,144
-66% -$30K ﹤0.01% 1852
2021
Q4 		$48K Buy
1,727
+32
+2% +$918 ﹤0.01% 1358
2021
Q3 		$53K Hold
1,695
– – ﹤0.01% 1269
2021
Q2 		$36K Buy
1,695
+1,200
+242% +$24K ﹤0.01% 1431
2021
Q1 		$10K Buy
+495
New +$9.41K ﹤0.01% 1850

Other funds holding EVH

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

SignatureFD's EVH Position: Q3 2026 in Review

SignatureFD reduced its Evolent Health (EVH) stake by 12% in Q3 2026, selling an estimated $13.7K and leaving 21,838 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

SignatureFD first reported a position in EVH in Q1 2021 and has held it in 23 quarters since. The position peaked at $135K in Q2 2026. 30 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • SignatureFD held 21,838 shares of Evolent Health worth $76.2K as of Q3 2026.
  • SignatureFD sold 3,090 Evolent Health shares in Q3 2026, an estimated $13.7K.
  • Evolent Health made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1709 holding.
  • SignatureFD first reported a position in Evolent Health in Q1 2021 and has held it in 23 quarters since.
  • SignatureFD's Evolent Health position peaked at $135K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.