Y-Intercept (HK)’s Evolent Health EVH Stock Holding History

Y-Intercept (HK)’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	-60,847	Closed	-$139K	–	1843
2026 Q1	$139K	Buy	60,847 +16,098	+36%	+$51.1K	﹤0.01%	1452
2025 Q4	$179K	Buy	+44,749	New	+$249K	﹤0.01%	1447
2024 Q3	–	Sell	-55,173	Closed	-$1.05M	–	1459
2024 Q2	$1.05M	Buy	+55,173	New	+$1.41M	0.06%	467

Other funds holding EVH

BSP

Benefit Street Partners New York $69.6M AUM

CAM

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Y-Intercept (HK)'s EVH Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Evolent Health (EVH) in Q2 2026, closing a stake of 60,847 shares — an estimated $139K sold.

Y-Intercept (HK) first reported a position in EVH in Q2 2024 and held it in 3 quarters. The position peaked at $1.05M in Q2 2024. 22 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

Y-Intercept (HK) reported no remaining Evolent Health position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 60,847 Evolent Health shares in Q2 2026, an estimated $139K.
Y-Intercept (HK) first reported a position in Evolent Health in Q2 2024 and held it in 3 quarters.
Y-Intercept (HK)'s Evolent Health position peaked at $1.05M in Q2 2024.
22 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.