Wellington Management Group
EVH icon

Wellington Management Group’s Evolent Health EVH Stock Holding History

Wellington Management 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
Q3 		– Sell
-64,830
Closed -$730K – 2008
2025
Q2 		$730K Sell
64,830
-10,159,381
-99% -$93.3M ﹤0.01% 1758
2025
Q1 		$96.8M Sell
10,224,211
-212,284
-2% -$2.14M 0.02% 509
2024
Q4 		$117M Sell
10,436,495
-2,158,964
-17% -$37.9M 0.02% 497
2024
Q3 		$356M Buy
12,595,459
+1,426,747
+13% +$36.8M 0.06% 263
2024
Q2 		$214M Buy
11,168,712
+2,315,081
+26% +$59.1M 0.04% 365
2024
Q1 		$290M Buy
8,853,631
+540,474
+7% +$17.2M 0.05% 320
2023
Q4 		$275M Buy
8,313,157
+4,073,959
+96% +$115M 0.05% 325
2023
Q3 		$115M Buy
4,239,198
+449,664
+12% +$12.5M 0.02% 487
2023
Q2 		$115M Buy
3,789,534
+1,290,099
+52% +$41.7M 0.02% 513
2023
Q1 		$81.1M Buy
2,499,435
+1,189,594
+91% +$37.6M 0.02% 589
2022
Q4 		$36.8M Buy
1,309,841
+605,810
+86% +$17.4M 0.01% 758
2022
Q3 		$25.3M Buy
704,031
+51,513
+8% +$1.81M 0.01% 848
2022
Q2 		$20M Buy
+652,518
New +$19M ﹤0.01% 944
2020
Q2 		– Sell
-1,470,988
Closed -$7.99M – 1886
2020
Q1 		$7.99M Sell
1,470,988
-2,169,812
-60% -$19.4M ﹤0.01% 1090
2019
Q4 		$32.9M Buy
3,640,800
+1,987,812
+120% +$16.1M 0.01% 867
2019
Q3 		$11.9M Buy
1,652,988
+1,611,205
+3,856% +$11.6M ﹤0.01% 1106
2019
Q2 		$332K Sell
41,783
-569
-1% -$6.74K ﹤0.01% 1965
2019
Q1 		$533K Sell
42,352
-18,312
-30% -$290K ﹤0.01% 1890
2018
Q4 		$1.21M Sell
60,664
-2,012
-3% -$46.5K ﹤0.01% 1762
2018
Q3 		$1.78M Buy
62,676
+10,578
+20% +$252K ﹤0.01% 1732
2018
Q2 		$1.1M Buy
52,098
+1,124
+2% +$21.3K ﹤0.01% 1870
2018
Q1 		$726K Buy
50,974
+4,038
+9% +$57.8K ﹤0.01% 1954
2017
Q4 		$577K Buy
46,936
+17,605
+60% +$248K ﹤0.01% 2017
2017
Q3 		$523K Buy
+29,331
New +$604K ﹤0.01% 2031

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group's EVH Position: Q3 2025 in Review

Wellington Management Group sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 64,830 shares — an estimated $730K sold.

Wellington Management Group first reported a position in EVH in Q3 2017 and held it in 24 quarters. The position peaked at $356M in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • Wellington Management Group reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 64,830 Evolent Health shares in Q3 2025, an estimated $730K.
  • Wellington Management Group first reported a position in Evolent Health in Q3 2017 and held it in 24 quarters.
  • Wellington Management Group's Evolent Health position peaked at $356M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.