Allied Private Wealth »

Evolent Health shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Evolent Health (EVH) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Evolent Health

Tip: Access up to 7 years of quarterly data

All positions including Evolent Health held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evolent Health by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $21k 3.7k 5.60

More positions owned by Allied Private Wealth

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Avantis International Equity Etf Etf (AVDE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
American Century Diversified Municipal Bond Etf Etf (TAXF)
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)
Ishares U.s. Technology Etf Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Blackstone Stock (BX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Allied Private Wealth

Top funds holding Evolent Health

BlackRock
Cadian Capital Management
Morgan Stanley
UBS Group
Engaged Capital
D. E. Shaw & Co
Vanguard Capital Management
Rock Springs Capital Management
State Street Corporation
Geode Capital Management
Maverick Capital
Eventide Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Tejara Capital

View all funds holding Evolent Health