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	-11,500	Closed	-$129K	–	10347
2024 Q4	$129K	Sell	11,500 -1,000	-8%	-$17.6K	﹤0.01%	6716
2024 Q3	$354K	Buy	12,500 +10,000	+400%	+$258K	﹤0.01%	5469
2024 Q2	$47.8K	Hold	2,500	–	–	﹤0.01%	6718
2024 Q1	$82K	Hold	2,500	–	–	﹤0.01%	6306
2023 Q4	$82.6K	Sell	2,500 -45,000	-95%	-$1.27M	﹤0.01%	6287
2023 Q3	$1.29M	Sell	47,500 -2,500	-5%	-$69.5K	﹤0.01%	3857
2023 Q2	$1.51M	Hold	50,000	–	–	﹤0.01%	3819
2023 Q1	$1.62M	Hold	50,000	–	–	﹤0.01%	3647
2022 Q4	$1.4M	Buy	+50,000	New	+$1.43M	﹤0.01%	3745
2021 Q4	–	Sell	-40,000	Closed	-$1.24M	–	10370
2021 Q3	$1.24M	Buy	+40,000	New	+$960K	﹤0.01%	3997

Other funds holding EVH

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.