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	$1.52M	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 $6.79T AUM 37.06% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $147M AUM 17% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Rock Point Advisors Burlington, Vermont $402M AUM 17.12% 1-Year Est. Return

UBS Group's EVH Position: Q3 2026 in Review

UBS Group reduced its Evolent Health (EVH) stake by 88% in Q3 2026, selling an estimated $24.5M and leaving 722,074 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #4810.

UBS Group first reported a position in EVH in Q2 2015 and has held it in 44 quarters since. The position peaked at $33.8M in Q2 2026. 129 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

UBS Group held 722,074 shares of Evolent Health worth $2.52M as of Q3 2026.
UBS Group sold 5,523,209 Evolent Health shares in Q3 2026, an estimated $24.5M.
Evolent Health made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #4810 holding.
UBS Group first reported a position in Evolent Health in Q2 2015 and has held it in 44 quarters since.
UBS Group's Evolent Health position peaked at $33.8M in Q2 2026.
129 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.