Truist Financial
EVH icon

Truist Financial’s Evolent Health EVH Stock Holding History

Truist Financial’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
-45,395
Closed -$430K – 2625
2025
Q1 		$430K Sell
45,395
-4,979
-10% -$50.3K ﹤0.01% 1951
2024
Q4 		$567K Sell
50,374
-21,520
-30% -$378K ﹤0.01% 1801
2024
Q3 		$2.03M Sell
71,894
-7,374
-9% -$190K ﹤0.01% 1221
2024
Q2 		$1.52M Sell
79,268
-3,733
-4% -$95.3K ﹤0.01% 1405
2024
Q1 		$2.72M Sell
83,001
-2,225
-3% -$71K ﹤0.01% 1141
2023
Q4 		$2.82M Sell
85,226
-463
-0.5% -$13.1K ﹤0.01% 1092
2023
Q3 		$2.33M Sell
85,689
-2,355
-3% -$65.5K ﹤0.01% 1163
2023
Q2 		$2.67M Sell
88,044
-4,805
-5% -$155K ﹤0.01% 1123
2023
Q1 		$3.01M Sell
92,849
-16,884
-15% -$534K 0.01% 1039
2022
Q4 		$3.08M Sell
109,733
-1,709
-2% -$49K 0.01% 1015
2022
Q3 		$4M Buy
111,442
+1,796
+2% +$63.3K 0.01% 863
2022
Q2 		$3.37M Sell
109,646
-332
-0.3% -$9.67K 0.01% 960
2022
Q1 		$3.55M Buy
+109,978
New +$2.88M 0.01% 1021
2020
Q3 		– Sell
-2,220
Closed -$15K – 2467
2020
Q2 		$15K Buy
+2,220
New +$14.9K ﹤0.01% 2372

Other funds holding EVH

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair Investment Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial's EVH Position: Q2 2025 in Review

Truist Financial sold out of Evolent Health (EVH) in Q2 2025, closing a stake of 45,395 shares — an estimated $430K sold.

Truist Financial first reported a position in EVH in Q2 2020 and held it in 14 quarters. The position peaked at $4M in Q3 2022. 220 funds tracked by Wall St. Rank hold EVH as of Q2 2025.

  • Truist Financial reported no remaining Evolent Health position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 45,395 Evolent Health shares in Q2 2025, an estimated $430K.
  • Truist Financial first reported a position in Evolent Health in Q2 2020 and held it in 14 quarters.
  • Truist Financial's Evolent Health position peaked at $4M in Q3 2022.
  • 220 funds tracked by Wall St. Rank held Evolent Health as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.