UBS Group
EVH icon

UBS Group’s Evolent Health EVH Stock Holding History

UBS Group’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 		$18.6M Buy
8,150,361
+2,040,743
+33% +$6.47M ﹤0.01% 2676
2025
Q4 		$24.4M Buy
6,109,618
+2,707,210
+80% +$15M ﹤0.01% 2394
2025
Q3 		$28.8M Buy
3,402,408
+590,659
+21% +$5.73M ﹤0.01% 2174
2025
Q2 		$31.7M Buy
2,811,749
+269,535
+11% +$2.48M 0.01% 1923
2025
Q1 		$24.1M Buy
2,542,214
+761,247
+43% +$7.69M ﹤0.01% 2155
2024
Q4 		$20M Buy
1,780,967
+1,639,342
+1,158% +$28.8M ﹤0.01% 2319
2024
Q3 		$4.01M Buy
141,625
+21,418
+18% +$552K ﹤0.01% 3301
2024
Q2 		$2.3M Sell
120,207
-24,750
-17% -$632K ﹤0.01% 3618
2024
Q1 		$4.75M Buy
144,957
+19,391
+15% +$619K ﹤0.01% 3032
2023
Q4 		$4.15M Buy
125,566
+70,422
+128% +$1.99M ﹤0.01% 2985
2023
Q3 		$1.5M Sell
55,144
-56,242
-50% -$1.56M ﹤0.01% 3726
2023
Q2 		$3.37M Buy
111,386
+50,466
+83% +$1.63M ﹤0.01% 2986
2023
Q1 		$1.98M Sell
60,920
-10,754
-15% -$340K ﹤0.01% 3447
2022
Q4 		$2.01M Buy
71,674
+58,690
+452% +$1.68M ﹤0.01% 3390
2022
Q3 		$466K Buy
12,984
+7,592
+141% +$267K ﹤0.01% 4397
2022
Q2 		$166K Sell
5,392
-19,553
-78% -$570K ﹤0.01% 5063
2022
Q1 		$806K Sell
24,945
-30,307
-55% -$794K ﹤0.01% 4314
2021
Q4 		$1.53M Buy
55,252
+22,011
+66% +$631K ﹤0.01% 3990
2021
Q3 		$1.03M Buy
33,241
+19,051
+134% +$457K ﹤0.01% 4178
2021
Q2 		$299K Sell
14,190
-35,769
-72% -$716K ﹤0.01% 5090
2021
Q1 		$1.01M Buy
49,959
+24,159
+94% +$459K ﹤0.01% 4230
2020
Q4 		$414K Sell
25,800
-5,009
-16% -$66.2K ﹤0.01% 4754
2020
Q3 		$382K Buy
30,809
+28,878
+1,495% +$340K ﹤0.01% 4372
2020
Q2 		$14K Sell
1,931
-259
-12% -$1.74K ﹤0.01% 6783
2020
Q1 		$11K Sell
2,190
-170
-7% -$1.52K ﹤0.01% 6860
2019
Q4 		$21K Sell
2,360
-17,492
-88% -$142K ﹤0.01% 6839
2019
Q3 		$143K Sell
19,852
-2,382
-11% -$17.1K ﹤0.01% 5520
2019
Q2 		$176K Buy
22,234
+5,905
+36% +$69.9K ﹤0.01% 4991
2019
Q1 		$205K Buy
16,329
+4,729
+41% +$74.9K ﹤0.01% 4580
2018
Q4 		$231K Sell
11,600
-10,839
-48% -$251K ﹤0.01% 4856
2018
Q3 		$637K Buy
22,439
+13,049
+139% +$311K ﹤0.01% 4233
2018
Q2 		$198K Sell
9,390
-8,137
-46% -$154K ﹤0.01% 4951
2018
Q1 		$250K Sell
17,527
-4,325
-20% -$61.9K ﹤0.01% 4638
2017
Q4 		$268K Buy
21,852
+18,404
+534% +$259K ﹤0.01% 4721
2017
Q3 		$61K Buy
3,448
+170
+5% +$3.5K ﹤0.01% 5648
2017
Q2 		$83K Buy
3,278
+2,880
+724% +$69.3K ﹤0.01% 5288
2017
Q1 		$9K Sell
398
-3,766
-90% -$72.3K ﹤0.01% 6669
2016
Q4 		$62K Buy
4,164
+3,027
+266% +$59.6K ﹤0.01% 5651
2016
Q3 		$28K Buy
1,137
+337
+42% +$7.88K ﹤0.01% 5997
2016
Q2 		$15K Buy
+800
New +$11K ﹤0.01% 6505
2015
Q4 		– Sell
-378
Closed -$6K – 8408
2015
Q3 		$6K Sell
378
-104
-22% -$2.03K ﹤0.01% 7593
2015
Q2 		$9K Buy
+482
New +$8.98K ﹤0.01% 7530

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's EVH Position: Q1 2026 in Review

UBS Group increased its Evolent Health (EVH) stake by 33% in Q1 2026, buying an estimated $6.47M and bringing the position to 8,150,361 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

UBS Group first reported a position in EVH in Q2 2015 and has held it in 42 quarters since. The position peaked at $31.7M in Q2 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • UBS Group held 8,150,361 shares of Evolent Health worth $18.6M as of Q1 2026.
  • UBS Group bought 2,040,743 Evolent Health shares in Q1 2026, an estimated $6.47M.
  • Evolent Health made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2676 holding.
  • UBS Group first reported a position in Evolent Health in Q2 2015 and has held it in 42 quarters since.
  • UBS Group's Evolent Health position peaked at $31.7M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.