Wolff Wiese Magana’s Evolent Health EVH Stock Holding History

Wolff Wiese Magana’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	$16.3K	Hold	3,000	–	–	0.01%	406
2026 Q1	$6.84K	Hold	3,000	–	–	﹤0.01%	532
2025 Q4	$12K	Hold	3,000	–	–	0.01%	412
2025 Q3	$25.4K	Hold	3,000	–	–	0.01%	288
2025 Q2	$33.8K	Sell	3,000 -57	-2%	-$524	0.02%	236
2025 Q1	$28.9K	Hold	3,057	–	–	0.02%	238
2024 Q4	$34.4K	Hold	3,057	–	–	0.02%	234
2024 Q3	$86.5K	Buy	3,057 +57	+2%	+$1.47K	0.06%	148
2024 Q2	$57.4K	Hold	3,000	–	–	0.05%	151
2024 Q1	$98.4K	Hold	3,000	–	–	0.08%	115
2023 Q4	$99.1K	Hold	3,000	–	–	0.09%	112
2023 Q3	$81.7K	Hold	3,000	–	–	0.07%	147
2023 Q2	$90.9K	Hold	3,000	–	–	0.07%	140
2023 Q1	$97.3K	Hold	3,000	–	–	0.08%	138
2022 Q4	$84.2K	Hold	3,000	–	–	0.07%	147
2022 Q3	$108K	Hold	3,000	–	–	0.09%	156
2022 Q2	$92K	Hold	3,000	–	–	0.07%	183
2022 Q1	$97K	Hold	3,000	–	–	0.07%	191
2021 Q4	$83K	Hold	3,000	–	–	0.05%	220
2021 Q3	$93K	Hold	3,000	–	–	0.07%	204
2021 Q2	$63K	Hold	3,000	–	–	0.04%	253
2021 Q1	$61K	Hold	3,000	–	–	0.05%	246
2020 Q4	$48K	Buy	+3,000	New	+$39.7K	0.04%	269

Other funds holding EVH

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wolff Wiese Magana's EVH Position: Q2 2026 in Review

Wolff Wiese Magana held its Evolent Health (EVH) position steady in Q2 2026 at 3,000 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #406.

Wolff Wiese Magana first reported a position in EVH in Q4 2020 and has held it in 23 quarters since. The position peaked at $108K in Q3 2022. 14 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Wolff Wiese Magana held 3,000 shares of Evolent Health worth $16.3K as of Q2 2026.
Wolff Wiese Magana left its Evolent Health share count unchanged in Q2 2026.
Evolent Health made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #406 holding.
Wolff Wiese Magana first reported a position in Evolent Health in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's Evolent Health position peaked at $108K in Q3 2022.
14 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.