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 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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Williams & Novak's EVH Position: Q2 2026 in Review

Williams & Novak reduced its Evolent Health (EVH) stake by 15% in Q2 2026, selling an estimated $10.2K and leaving 14,480 shares worth $78.5K. The position accounts for 0.05% of the portfolio, ranked #131.

Williams & Novak first reported a position in EVH in Q1 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Williams & Novak held 14,480 shares of Evolent Health worth $78.5K as of Q2 2026.
Williams & Novak sold 2,650 Evolent Health shares in Q2 2026, an estimated $10.2K.
Evolent Health made up 0.05% of Williams & Novak's portfolio in Q2 2026, its #131 holding.
Williams & Novak first reported a position in Evolent Health in Q1 2026 and has held it in 2 quarters since.
198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.