SALEM INVESTMENT COUNSELORS INC EVLV — EVOLV TECHNOLOGIES HLDNGS IN

Ownership history in SALEM INVESTMENT COUNSELORS INC  ·  11 quarters on record

AI Ownership Summary

SALEM INVESTMENT COUNSELORS INC reported EVOLV TECHNOLOGIES HLDNGS IN (EVLV) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows EVLV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SALEM INVESTMENT COUNSELORS INC's position in EVOLV TECHNOLOGIES HLDNGS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EVLV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SALEM INVESTMENT COUNSELORS INC held EVLV — position size vs. price
% of Fund (quarterly)    EVLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 66,600 — 0% 0.01% $386K 2026-07-14 $6.01
2026 Q1 UNCHANGED — — — 66,600 — 0% 0.01% $403K 2026-04-13 $6.34
2025 Q4 UNCHANGED — — — 66,600 — 0% 0.01% $477K 2026-01-12 $7.10
2025 Q3 ADDED — — — 66,600 +7,000 +11.7% 0.01% $503K 2025-10-07 $7.42
2025 Q2 REDUCED 7.6% +26.6% ❌ 59,600 -4,900 -7.6% 0.01% $372K 2025-07-07 $5.78
2025 Q1 ADDED — — — 64,500 +10,000 +18.3% 0.01% $201K 2025-04-16 $3.35
2024 Q4 ADDED — — — 54,500 +49,600 +1012.2% 0.01% $215K 2025-01-13 $3.09
2024 Q3 UNCHANGED — — — 4,900 — 0% 0.00% $20K 2024-10-15 $4.00
2024 Q2 UNCHANGED — — — 4,900 — 0% 0.00% $12K 2024-07-11 $2.77
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVLV

As of 2026 Q3 — sorted by position size

MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.04%

FAQ About SALEM INVESTMENT COUNSELORS INC and EVLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SALEM INVESTMENT COUNSELORS INC reported owning EVLV?

SALEM INVESTMENT COUNSELORS INC reported EVLV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported EVLV position in SALEM INVESTMENT COUNSELORS INC's portfolio?

The largest reported portfolio weight for EVLV was 0.01% in 2026 Q1.

What is the latest reported EVLV position on this page?

The most recent filing on this page is 2026 Q2, when SALEM INVESTMENT COUNSELORS INC reported 66,600 shares, equal to 0.01% of portfolio, with an estimated market value of $386K.

What does the chart on this EVLV ownership page compare?

The chart compares SALEM INVESTMENT COUNSELORS INC's quarterly EVLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SALEM INVESTMENT COUNSELORS INC time their EVLV position?

Based on 13F filing dates vs. subsequent EVLV price moves, SALEM INVESTMENT COUNSELORS INC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on EVLV relative to SPY over the holding period was +542.5%.

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