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Wilmington Savings Fund Society’s Evolent Health EVH Stock Holding History

Wilmington Savings Fund Society’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
-26
Closed -$293 – 1581
2025
Q2 		$293 Hold
26
– – ﹤0.01% 2008
2025
Q1 		$246 Hold
26
– – ﹤0.01% 2039
2024
Q4 		$293 Hold
26
– – ﹤0.01% 2058
2024
Q3 		$735 Buy
+26
New +$670 ﹤0.01% 1997

Other funds holding EVH

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Vanguard Group
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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

Wilmington Savings Fund Society's EVH Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 26 shares — an estimated $293 sold.

Wilmington Savings Fund Society first reported a position in EVH in Q3 2024 and held it in 4 quarters. The position peaked at $735 in Q3 2024. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 26 Evolent Health shares in Q3 2025, an estimated $293.
  • Wilmington Savings Fund Society first reported a position in Evolent Health in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Evolent Health position peaked at $735 in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.