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Summit Securities Group’s Evolent Health EVH Stock Holding History

Summit Securities Group’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 		$1.45K Buy
+636
New +$2.02K ﹤0.01% 970
2024
Q4 		– Sell
-2,000
Closed -$57K – 711
2024
Q3 		$57K Buy
+2,000
New +$51.5K 0.02% 208
2023
Q1 		– Sell
-2,735
Closed -$77K – 950
2022
Q4 		$77K Buy
+2,735
New +$78.4K ﹤0.01% 645

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

Summit Securities Group's EVH Position: Q1 2026 in Review

Summit Securities Group opened a new position in Evolent Health (EVH) in Q1 2026: 636 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in EVH as recently as Q3 2024.

Summit Securities Group first reported a position in EVH in Q4 2022 and has held it in 3 quarters since. The position peaked at $77K in Q4 2022. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Summit Securities Group held 636 shares of Evolent Health worth $1.45K as of Q1 2026.
  • Evolent Health was a new Summit Securities Group position in Q1 2026.
  • Evolent Health made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #970 holding.
  • Summit Securities Group first reported a position in Evolent Health in Q4 2022 and has held it in 3 quarters since.
  • Summit Securities Group's Evolent Health position peaked at $77K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.