Tempus Wealth Planning’s Evolent Health EVH Stock Holding History

Tempus Wealth Planning’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	$454K	Sell	83,805 -75,665	-47%	-$290K	0.09%	188
2026 Q1	$364K	Sell	159,470 -14,333	-8%	-$45.5K	0.08%	201
2025 Q4	$695K	Buy	173,803 +114,860	+195%	+$639K	0.16%	148
2025 Q3	$499K	Buy	+58,943	New	+$572K	0.11%	181
2025 Q2	–	Sell	-43,192	Closed	-$409K	–	266
2025 Q1	$409K	Buy	43,192 +21,872	+103%	+$221K	0.12%	168
2024 Q4	$240K	Buy	+21,320	New	+$375K	0.07%	213

Other funds holding EVH

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Tempus Wealth Planning's EVH Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Evolent Health (EVH) stake by 47% in Q2 2026, selling an estimated $290K and leaving 83,805 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #188.

Tempus Wealth Planning first reported a position in EVH in Q4 2024 and has held it in 6 quarters since. The position peaked at $695K in Q4 2025. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Tempus Wealth Planning held 83,805 shares of Evolent Health worth $454K as of Q2 2026.
Tempus Wealth Planning sold 75,665 Evolent Health shares in Q2 2026, an estimated $290K.
Evolent Health made up 0.09% of Tempus Wealth Planning's portfolio in Q2 2026, its #188 holding.
Tempus Wealth Planning first reported a position in Evolent Health in Q4 2024 and has held it in 6 quarters since.
Tempus Wealth Planning's Evolent Health position peaked at $695K in Q4 2025.
199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.