Stifel Financial
EVH icon

Stifel Financial’s Evolent Health EVH Stock Holding History

Stifel Financial’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 		$249K Buy
45,854
+6,827
+17% +$26.2K ﹤0.01% 3386
2026
Q1 		$89K Buy
39,027
+19,530
+100% +$62K ﹤0.01% 3546
2025
Q4 		$78K Buy
+19,497
New +$108K ﹤0.01% 3503
2024
Q4 		– Sell
-12,041
Closed -$341K – 3414
2024
Q3 		$341K Sell
12,041
-13,254
-52% -$342K ﹤0.01% 2893
2024
Q2 		$484K Sell
25,295
-6,048
-19% -$154K ﹤0.01% 2639
2024
Q1 		$1.03M Sell
31,343
-1,063
-3% -$33.9K ﹤0.01% 2169
2023
Q4 		$1.07M Buy
32,406
+7,661
+31% +$217K ﹤0.01% 2102
2023
Q3 		$674K Buy
24,745
+1,243
+5% +$34.5K ﹤0.01% 2316
2023
Q2 		$712K Buy
23,502
+1,144
+5% +$37K ﹤0.01% 2302
2023
Q1 		$726K Buy
22,358
+2,264
+11% +$71.6K ﹤0.01% 2288
2022
Q4 		$564K Sell
20,094
-1,271
-6% -$36.4K ﹤0.01% 2403
2022
Q3 		$768K Buy
21,365
+726
+4% +$25.6K ﹤0.01% 2154
2022
Q2 		$633K Buy
20,639
+43
+0.2% +$1.25K ﹤0.01% 2326
2022
Q1 		$665K Buy
20,596
+472
+2% +$12.4K ﹤0.01% 2412
2021
Q4 		$557K Buy
20,124
+9,185
+84% +$263K ﹤0.01% 2536
2021
Q3 		$339K Buy
10,939
+15
+0.1% +$360 ﹤0.01% 2822
2021
Q2 		$231K Buy
+10,924
New +$219K ﹤0.01% 3057
2020
Q1 		– Sell
-58,045
Closed -$528K – 2895
2019
Q4 		$528K Sell
58,045
-4,413
-7% -$35.9K ﹤0.01% 2216
2019
Q3 		$430K Sell
62,458
-844,703
-93% -$6.06M ﹤0.01% 2244
2019
Q2 		$7.19M Buy
907,161
+146,151
+19% +$1.73M 0.02% 701
2019
Q1 		$9.62M Buy
761,010
+157,185
+26% +$2.49M 0.03% 553
2018
Q4 		$12.1M Buy
603,825
+104,083
+21% +$2.41M 0.04% 430
2018
Q3 		$14.2M Buy
499,742
+469,557
+1,556% +$11.2M 0.04% 398
2018
Q2 		$633K Buy
30,185
+3,146
+12% +$59.5K ﹤0.01% 1893
2018
Q1 		$393K Buy
27,039
+2,947
+12% +$42.2K ﹤0.01% 2102
2017
Q4 		$315K Buy
24,092
+5,090
+27% +$71.8K ﹤0.01% 2172
2017
Q3 		$346K Buy
19,002
+1,839
+11% +$37.9K ﹤0.01% 2090
2017
Q2 		$425K Buy
+17,163
New +$413K ﹤0.01% 1950

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stifel Financial's EVH Position: Q2 2026 in Review

Stifel Financial increased its Evolent Health (EVH) stake by 17% in Q2 2026, buying an estimated $26.2K and bringing the position to 45,854 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Stifel Financial first reported a position in EVH in Q2 2017 and has held it in 28 quarters since. The position peaked at $14.2M in Q3 2018. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Stifel Financial held 45,854 shares of Evolent Health worth $249K as of Q2 2026.
  • Stifel Financial bought 6,827 Evolent Health shares in Q2 2026, an estimated $26.2K.
  • Evolent Health made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3386 holding.
  • Stifel Financial first reported a position in Evolent Health in Q2 2017 and has held it in 28 quarters since.
  • Stifel Financial's Evolent Health position peaked at $14.2M in Q3 2018.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.