AI
ELV icon

Accredited Investors’s Elevance Health ELV Stock Holding History

Accredited Investors’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$369K Hold
953
– – 0.02% 211
2026
Q1 		$279K Hold
953
– – 0.02% 227
2025
Q4 		$334K Sell
953
-180
-16% -$60.8K 0.02% 206
2025
Q3 		$366K Buy
1,133
+180
+19% +$56K 0.02% 176
2025
Q2 		$371K Sell
953
-183
-16% -$73.6K 0.02% 164
2025
Q1 		$494K Sell
1,136
-101
-8% -$40.5K 0.03% 129
2024
Q4 		$456K Buy
1,237
+24
+2% +$10K 0.03% 136
2024
Q3 		$631K Buy
1,213
+1
+0.1% +$534 0.04% 116
2024
Q2 		$657K Hold
1,212
– – 0.04% 109
2024
Q1 		$628K Hold
1,212
– – 0.04% 111
2023
Q4 		$572K Hold
1,212
– – 0.04% 112
2023
Q3 		$528K Sell
1,212
-20
-2% -$9.07K 0.04% 106
2023
Q2 		$547K Hold
1,232
– – 0.04% 104
2023
Q1 		$566K Hold
1,232
– – 0.04% 103
2022
Q4 		$632K Sell
1,232
-3
-0.2% -$1.52K 0.05% 88
2022
Q3 		$561K Buy
1,235
+3
+0.2% +$1.44K 0.07% 92
2022
Q2 		$595K Sell
1,232
-26
-2% -$12.9K 0.07% 96
2022
Q1 		$618K Buy
1,258
+2
+0.2% +$914 0.06% 99
2021
Q4 		$582K Buy
1,256
+3
+0.2% +$1.26K 0.05% 102
2021
Q3 		$467K Hold
1,253
– – 0.05% 109
2021
Q2 		$478K Hold
1,253
– – 0.05% 107
2021
Q1 		$450K Sell
1,253
-47
-4% -$15.1K 0.06% 104
2020
Q4 		$417K Hold
1,300
– – 0.07% 98
2020
Q3 		$349K Sell
1,300
-5
-0.4% -$1.34K 0.07% 99
2020
Q2 		$343K Hold
1,305
– – 0.07% 100
2020
Q1 		$296K Buy
1,305
+100
+8% +$27.3K 0.07% 107
2019
Q4 		$364K Hold
1,205
– – 0.06% 100
2019
Q3 		$289K Hold
1,205
– – 0.06% 113
2019
Q2 		$340K Hold
1,205
– – 0.07% 102
2019
Q1 		$346K Hold
1,205
– – 0.07% 97
2018
Q4 		$316K Buy
+1,205
New +$331K 0.07% 90

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Accredited Investors's ELV Position: Q2 2026 in Review

Accredited Investors held its Elevance Health (ELV) position steady in Q2 2026 at 953 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #211.

Accredited Investors first reported a position in ELV in Q4 2018 and has held it in 31 quarters since. The position peaked at $657K in Q2 2024. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Accredited Investors held 953 shares of Elevance Health worth $369K as of Q2 2026.
  • Accredited Investors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #211 holding.
  • Accredited Investors first reported a position in Elevance Health in Q4 2018 and has held it in 31 quarters since.
  • Accredited Investors's Elevance Health position peaked at $657K in Q2 2024.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.