SSG
EVH icon

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
Q2 		– Sell
-636
Closed -$1.45K – 1222
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 $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

Summit Securities Group's EVH Position: Q2 2026 in Review

Summit Securities Group sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 636 shares — an estimated $1.45K sold.

Summit Securities Group first reported a position in EVH in Q4 2022 and held it in 3 quarters. The position peaked at $77K in Q4 2022. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Summit Securities Group reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 636 Evolent Health shares in Q2 2026, an estimated $1.45K.
  • Summit Securities Group first reported a position in Evolent Health in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's Evolent Health position peaked at $77K in Q4 2022.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.