AWM
ELV icon

Accurate Wealth Management’s Elevance Health ELV Stock Holding History

Accurate Wealth Management’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 		$1.14M Buy
2,745
+1,946
+244% +$722K 0.11% 206
2026
Q1 		$249K Buy
799
+31
+4% +$10.2K 0.03% 462
2025
Q4 		$286K Buy
768
+39
+5% +$13.2K 0.04% 418
2025
Q3 		$256K Buy
729
+22
+3% +$6.84K 0.03% 430
2025
Q2 		$245K Buy
707
+33
+5% +$13.3K 0.04% 395
2025
Q1 		$296K Buy
674
+33
+5% +$13.2K 0.06% 287
2024
Q4 		$244K Sell
641
-4,709
-88% -$1.97M 0.05% 327
2024
Q3 		$2.59M Sell
5,350
-301
-5% -$161K 0.52% 55
2024
Q2 		$3M Buy
5,651
+397
+8% +$210K 0.72% 40
2024
Q1 		$2.79M Buy
5,254
+709
+16% +$353K 0.82% 34
2023
Q4 		$2.19M Sell
4,545
-153
-3% -$70.7K 0.68% 41
2023
Q3 		$2.19M Buy
+4,698
New +$2.13M 0.69% 44
2023
Q1 		– Sell
-72
Closed -$33.9K – 591
2022
Q4 		$33.9K Buy
+72
New +$36.6K 0.01% 543

Other funds holding ELV

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Accurate Wealth Management's ELV Position: Q2 2026 in Review

Accurate Wealth Management increased its Elevance Health (ELV) stake by 244% in Q2 2026, buying an estimated $722K and bringing the position to 2,745 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #206.

Accurate Wealth Management first reported a position in ELV in Q4 2022 and has held it in 13 quarters since. The position peaked at $3M in Q2 2024. 480 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Accurate Wealth Management held 2,745 shares of Elevance Health worth $1.14M as of Q2 2026.
  • Accurate Wealth Management bought 1,946 Elevance Health shares in Q2 2026, an estimated $722K.
  • Elevance Health made up 0.11% of Accurate Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Accurate Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 13 quarters since.
  • Accurate Wealth Management's Elevance Health position peaked at $3M in Q2 2024.
  • 480 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.