SVB Wealth’s Evolent Health EVH Stock Holding History

SVB Wealth’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 Q2	–	Sell	-39	Closed	-$369	–	885
2025 Q1	$369	Buy	+39	New	+$394	﹤0.01%	1424

Other funds holding EVH

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

CCM

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

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SVB Wealth's EVH Position: Q2 2025 in Review

SVB Wealth sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 39 shares — an estimated $369 sold.

SVB Wealth first reported a position in EVH in Q1 2025 and held it in 1 quarter. The position peaked at $369 in Q1 2025. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

SVB Wealth reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 39 Evolent Health shares in Q2 2025, an estimated $369.
SVB Wealth first reported a position in Evolent Health in Q1 2025 and held it in 1 quarter.
SVB Wealth's Evolent Health position peaked at $369 in Q1 2025.
220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.