TWD
EVH icon

True Wealth Design’s Evolent Health EVH Stock Holding History

True Wealth Design’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 		$608 Buy
112
+63
+129% +$242 ﹤0.01% 2132
2026
Q1 		$112 Buy
49
+26
+113% +$82 ﹤0.01% 2448
2025
Q4 		$92 Buy
23
+18
+360% +$100 ﹤0.01% 2348
2025
Q3 		$43 Hold
5
– – ﹤0.01% 2591
2025
Q2 		$57 Buy
+5
New +$46 ﹤0.01% 2356

Other funds holding EVH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design's EVH Position: Q2 2026 in Review

True Wealth Design increased its Evolent Health (EVH) stake by 129% in Q2 2026, buying an estimated $242 and bringing the position to 112 shares worth $608. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

True Wealth Design first reported a position in EVH in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • True Wealth Design held 112 shares of Evolent Health worth $608 as of Q2 2026.
  • True Wealth Design bought 63 Evolent Health shares in Q2 2026, an estimated $242.
  • Evolent Health made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2132 holding.
  • True Wealth Design first reported a position in Evolent Health in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.