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Values First Advisors’s Evolent Health EVH Stock Holding History

Values First Advisors’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
-53,529
Closed -$453K – 183
2025
Q3 		$453K Sell
53,529
-1,561
-3% -$15.1K 0.24% 110
2025
Q2 		$620K Buy
55,090
+8,646
+19% +$79.4K 0.34% 83
2025
Q1 		$441K Buy
46,444
+20,204
+77% +$204K 0.26% 107
2024
Q4 		$295K Sell
26,240
-5,889
-18% -$103K 0.16% 143
2024
Q3 		$909K Buy
32,129
+5,583
+21% +$144K 0.49% 55
2024
Q2 		$508K Buy
26,546
+9,193
+53% +$235K 0.3% 84
2024
Q1 		$569K Buy
17,353
+1,697
+11% +$54.2K 0.33% 88
2023
Q4 		$517K Sell
15,656
-2,018
-11% -$57.1K 0.31% 99
2023
Q3 		$481K Buy
+17,674
New +$491K 0.31% 94
2023
Q2 		– Sell
-2,047
Closed -$66.4K – 218
2023
Q1 		$66.4K Buy
+2,047
New +$64.7K 0.04% 179

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Values First Advisors's EVH Position: Q4 2025 in Review

Values First Advisors sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 53,529 shares — an estimated $453K sold.

Values First Advisors first reported a position in EVH in Q1 2023 and held it in 10 quarters. The position peaked at $909K in Q3 2024. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

  • Values First Advisors reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
  • Values First Advisors sold 53,529 Evolent Health shares in Q4 2025, an estimated $453K.
  • Values First Advisors first reported a position in Evolent Health in Q1 2023 and held it in 10 quarters.
  • Values First Advisors's Evolent Health position peaked at $909K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Values First Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.