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Smartleaf Asset Management’s Evolent Health EVH Stock Holding History

Smartleaf Asset Management’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
Q1 		– Sell
-35
Closed -$142 – 3558
2025
Q4 		$142 Sell
35
-533
-94% -$2.96K ﹤0.01% 3390
2025
Q3 		$4.98K Buy
568
+8
+1% +$78 ﹤0.01% 2382
2025
Q2 		$6.25K Buy
560
+134
+31% +$1.23K ﹤0.01% 1984
2025
Q1 		$4.09K Sell
426
-241
-36% -$2.43K ﹤0.01% 2258
2024
Q4 		$7.32K Buy
667
+366
+122% +$6.43K ﹤0.01% 2113
2024
Q3 		$8.82K Buy
301
+279
+1,268% +$7.19K ﹤0.01% 1834
2024
Q2 		$441 Buy
+22
New +$562 ﹤0.01% 2570

Other funds holding EVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smartleaf Asset Management's EVH Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 35 shares — an estimated $142 sold.

Smartleaf Asset Management first reported a position in EVH in Q2 2024 and held it in 7 quarters. The position peaked at $8.82K in Q3 2024. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 35 Evolent Health shares in Q1 2026, an estimated $142.
  • Smartleaf Asset Management first reported a position in Evolent Health in Q2 2024 and held it in 7 quarters.
  • Smartleaf Asset Management's Evolent Health position peaked at $8.82K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.