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 $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 New York $1.89T AUM 35.08% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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.