UBS AM
EVH icon

UBS AM’s Evolent Health EVH Stock Holding History

UBS AM’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
Q1 		$82 Sell
36
-297,679
-100% -$944K ﹤0.01% 3796
2025
Q4 		$1.19M Buy
297,715
+85,911
+41% +$478K ﹤0.01% 2081
2025
Q3 		$1.79M Sell
211,804
-68,902
-25% -$669K ﹤0.01% 1801
2025
Q2 		$3.16M Sell
280,706
-242,250
-46% -$2.22M ﹤0.01% 1933
2025
Q1 		$4.95M Sell
522,956
-343,545
-40% -$3.47M ﹤0.01% 1582
2024
Q4 		$9.75M Sell
866,501
-497,797
-36% -$8.75M ﹤0.01% 1258
2024
Q3 		$38.6M Sell
1,364,298
-210,301
-13% -$5.42M 0.01% 737
2024
Q2 		$30.1M Buy
1,574,599
+1,442,629
+1,093% +$36.8M 0.01% 745
2024
Q1 		$4.33M Hold
131,970
– – ﹤0.01% 1322
2023
Q4 		$4.36M Buy
131,970
+7,563
+6% +$214K ﹤0.01% 1312
2023
Q3 		$3.39M Buy
124,407
+27,732
+29% +$771K ﹤0.01% 1380
2023
Q2 		$3.14M Hold
96,675
– – ﹤0.01% 1430
2023
Q1 		$3.14M Buy
96,675
+10,927
+13% +$346K ﹤0.01% 1430
2022
Q4 		$2.41M Buy
85,748
+1,205
+1% +$34.5K ﹤0.01% 1451
2022
Q3 		$3.04M Sell
84,543
-25,979
-24% -$915K ﹤0.01% 1382
2022
Q2 		$3.39M Buy
110,522
+4,876
+5% +$142K ﹤0.01% 1367
2022
Q1 		$3.41M Buy
105,646
+11,055
+12% +$289K ﹤0.01% 1518
2021
Q4 		$2.62M Buy
94,591
+15,322
+19% +$440K ﹤0.01% 1745
2021
Q3 		$2.46M Sell
79,269
-1,250
-2% -$30K ﹤0.01% 1742
2021
Q2 		$1.7M Buy
80,519
+3,202
+4% +$64.1K ﹤0.01% 1929
2021
Q1 		$1.56M Buy
77,317
+1,277
+2% +$24.3K ﹤0.01% 1861
2020
Q4 		$1.22M Hold
76,040
– – ﹤0.01% 1897
2020
Q3 		$944K Sell
76,040
-1,158
-2% -$13.6K ﹤0.01% 1864
2020
Q2 		$550K Buy
77,198
+8,566
+12% +$57.4K ﹤0.01% 2080
2020
Q1 		$373K Sell
68,632
-6,176
-8% -$55.2K ﹤0.01% 2088
2019
Q4 		$677K Sell
74,808
-516
-0.7% -$4.19K ﹤0.01% 2107
2019
Q3 		$542K Buy
75,324
+19,668
+35% +$141K ﹤0.01% 2254
2019
Q2 		$442K Buy
55,656
+5,193
+10% +$61.5K ﹤0.01% 2269
2019
Q1 		$635K Sell
50,463
-613,687
-92% -$9.72M ﹤0.01% 2010
2018
Q4 		$13.2M Sell
664,150
-41,524
-6% -$961K 0.01% 800
2018
Q3 		$20M Buy
705,674
+29,255
+4% +$698K 0.01% 753
2018
Q2 		$14.2M Sell
676,419
-54,495
-7% -$1.03M 0.01% 860
2018
Q1 		$10.4M Sell
730,914
-20,986
-3% -$300K 0.01% 921
2017
Q4 		$9.25M Sell
751,900
-18,863
-2% -$266K 0.01% 938
2017
Q3 		$13.7M Buy
770,763
+205,762
+36% +$4.24M 0.01% 824
2017
Q2 		$14.3M Sell
565,001
-35,561
-6% -$855K 0.01% 828
2017
Q1 		$13.4M Buy
+600,562
New +$11.5M 0.01% 834
2016
Q4 		– Sell
-15,000
Closed -$369K – 2543
2016
Q3 		$369K Buy
15,000
+800
+6% +$18.7K ﹤0.01% 2154
2016
Q2 		$273K Sell
14,200
-19,845
-58% -$273K ﹤0.01% 2268
2016
Q1 		$360K Sell
34,045
-102,290
-75% -$1.06M ﹤0.01% 2110
2015
Q4 		$1.65M Sell
136,335
-10,738
-7% -$158K ﹤0.01% 1525
2015
Q3 		$2.35M Sell
147,073
-75,583
-34% -$1.47M ﹤0.01% 1349
2015
Q2 		$4.34M Buy
+222,656
New +$4.15M ﹤0.01% 1101

Other funds holding EVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM's EVH Position: Q1 2026 in Review

UBS AM reduced its Evolent Health (EVH) stake by 100% in Q1 2026, selling an estimated $944K and leaving 36 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #3796.

UBS AM first reported a position in EVH in Q2 2015 and has held it in 43 quarters since. The position peaked at $38.6M in Q3 2024. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • UBS AM held 36 shares of Evolent Health worth $82 as of Q1 2026.
  • UBS AM sold 297,679 Evolent Health shares in Q1 2026, an estimated $944K.
  • Evolent Health made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3796 holding.
  • UBS AM first reported a position in Evolent Health in Q2 2015 and has held it in 43 quarters since.
  • UBS AM's Evolent Health position peaked at $38.6M in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.