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Whipplewood Advisors’s Evolent Health EVH Stock Holding History

Whipplewood 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
Q2 		– Sell
-27
Closed -$62 – 792
2026
Q1 		$62 Buy
+27
New +$86 ﹤0.01% 1052
2025
Q3 		– Sell
-27
Closed -$304 – 592
2025
Q2 		$304 Sell
27
-31
-53% -$285 ﹤0.01% 1152
2025
Q1 		$256 Buy
58
+31
+115% +$313 ﹤0.01% 1179
2024
Q4 		$304 Buy
+27
New +$475 ﹤0.01% 1148

Other funds holding EVH

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Whipplewood Advisors's EVH Position: Q2 2026 in Review

Whipplewood Advisors sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 27 shares — an estimated $62 sold.

Whipplewood Advisors first reported a position in EVH in Q4 2024 and held it in 4 quarters. The position peaked at $304 in Q2 2025. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Whipplewood Advisors reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 27 Evolent Health shares in Q2 2026, an estimated $62.
  • Whipplewood Advisors first reported a position in Evolent Health in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Evolent Health position peaked at $304 in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.