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Twin Peaks Wealth Advisors’s Evolent Health EVH Stock Holding History

Twin Peaks Wealth Advisors’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
-55
Closed -$125 – 856
2026
Q1 		$125 Buy
+55
New +$174 ﹤0.01% 2226
2025
Q3 		– Sell
-12
Closed -$106 – 781
2025
Q2 		$106 Buy
+12
New +$110 ﹤0.01% 2100

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

Twin Peaks Wealth Advisors's EVH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 55 shares — an estimated $125 sold.

Twin Peaks Wealth Advisors first reported a position in EVH in Q2 2025 and held it in 2 quarters. The position peaked at $125 in Q1 2026. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 55 Evolent Health shares in Q2 2026, an estimated $125.
  • Twin Peaks Wealth Advisors first reported a position in Evolent Health in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Evolent Health position peaked at $125 in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.