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Wealth Preservation Advisors’s Evolent Health EVH Stock Holding History

Wealth Preservation 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
2026
Q1 		$84 Buy
+37
New +$117 ﹤0.01% 947

Other funds holding EVH

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Preservation Advisors's EVH Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Evolent Health (EVH) in Q1 2026: 37 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Wealth Preservation Advisors held 37 shares of Evolent Health worth $84 as of Q1 2026.
  • Evolent Health was a new Wealth Preservation Advisors position in Q1 2026.
  • Evolent Health made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #947 holding.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.