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Unified Investment Management’s Evolent Health EVH Stock Holding History

Unified Investment Management’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
Q4 		– Sell
-10,980
Closed -$92.9K – 139
2025
Q3 		$92.9K Hold
10,980
– – 0.09% 132
2025
Q2 		$124K Hold
10,980
– – 0.13% 123
2025
Q1 		$104K Buy
+10,980
New +$111K 0.12% 115

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Vanguard Group
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Unified Investment Management's EVH Position: Q4 2025 in Review

Unified Investment Management sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 10,980 shares — an estimated $92.9K sold.

Unified Investment Management first reported a position in EVH in Q1 2025 and held it in 3 quarters. The position peaked at $124K in Q2 2025. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

  • Unified Investment Management reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
  • Unified Investment Management sold 10,980 Evolent Health shares in Q4 2025, an estimated $92.9K.
  • Unified Investment Management first reported a position in Evolent Health in Q1 2025 and held it in 3 quarters.
  • Unified Investment Management's Evolent Health position peaked at $124K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Unified Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.