Williams & Novak
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Williams & Novak’s Evolent Health EVH Stock Holding History

Williams & Novak’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
Q3 		– Sell
-14,480
Closed -$78.5K – 151
2026
Q2 		$78.5K Sell
14,480
-2,650
-15% -$10.2K 0.05% 131
2026
Q1 		$38K Buy
+17,130
New +$54.3K 0.03% 134

Other funds holding EVH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Williams & Novak's EVH Position: Q3 2026 in Review

Williams & Novak sold out of Evolent Health (EVH) in Q3 2026, closing a stake of 14,480 shares — an estimated $78.5K sold.

Williams & Novak first reported a position in EVH in Q1 2026 and held it in 2 quarters. The position peaked at $78.5K in Q2 2026. 54 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Williams & Novak reported no remaining Evolent Health position as of Q3 2026 after selling out during the quarter.
  • Williams & Novak sold 14,480 Evolent Health shares in Q3 2026, an estimated $78.5K.
  • Williams & Novak first reported a position in Evolent Health in Q1 2026 and held it in 2 quarters.
  • Williams & Novak's Evolent Health position peaked at $78.5K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.