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
2025
Q1 		– Sell
-25,000
Closed -$281K – 10346
2024
Q4 		$281K Hold
25,000
– – ﹤0.01% 6234
2024
Q3 		$707K Buy
+25,000
New +$644K ﹤0.01% 4959
2021
Q4 		– Sell
-40,000
Closed -$1.24M – 10369
2021
Q3 		$1.24M Buy
+40,000
New +$960K ﹤0.01% 3996

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's EVH Position: Q2 2026 in Review

UBS Group reduced its Evolent Health (EVH) stake by 23% in Q2 2026, selling an estimated $7.3M and leaving 6,245,283 shares worth $33.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

UBS Group first reported a position in EVH in Q2 2015 and has held it in 43 quarters since. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • UBS Group held 6,245,283 shares of Evolent Health worth $33.8M as of Q2 2026.
  • UBS Group sold 1,905,078 Evolent Health shares in Q2 2026, an estimated $7.3M.
  • Evolent Health made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2130 holding.
  • UBS Group first reported a position in Evolent Health in Q2 2015 and has held it in 43 quarters since.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.