Stephens Consulting’s Evolent Health EVH Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-5	Closed	-$57	–	649
2025 Q2	$57	Sell	5 -35	-88%	-$321	﹤0.01%	1095
2025 Q1	$379	Buy	+40	New	+$404	﹤0.01%	1139

Other funds holding EVH

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stephens Consulting's EVH Position: Q3 2025 in Review

Stephens Consulting sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 5 shares — an estimated $57 sold.

Stephens Consulting first reported a position in EVH in Q1 2025 and held it in 2 quarters. The position peaked at $379 in Q1 2025. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

Stephens Consulting reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 5 Evolent Health shares in Q3 2025, an estimated $57.
Stephens Consulting first reported a position in Evolent Health in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Evolent Health position peaked at $379 in Q1 2025.
240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.