AWM
ELV icon

Activest Wealth Management’s Elevance Health ELV Stock Holding History

Activest 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 		$10.1K Sell
26
-14
-35% -$5.19K ﹤0.01% 582
2026
Q1 		$11.7K Buy
40
+9
+29% +$2.96K ﹤0.01% 646
2025
Q4 		$10.9K Sell
31
-54
-64% -$18.2K ﹤0.01% 644
2025
Q3 		$27.5K Buy
85
+34
+67% +$10.6K 0.01% 330
2025
Q2 		$19.8K Buy
51
+31
+155% +$12.5K ﹤0.01% 326
2025
Q1 		$8.7K Buy
20
+18
+900% +$7.23K ﹤0.01% 422
2024
Q4 		$738 Buy
+2
New +$837 ﹤0.01% 489

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

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

Activest Wealth Management reduced its Elevance Health (ELV) stake by 35% in Q2 2026, selling an estimated $5.19K and leaving 26 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Activest Wealth Management first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.5K in Q3 2025. 565 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Activest Wealth Management held 26 shares of Elevance Health worth $10.1K as of Q2 2026.
  • Activest Wealth Management sold 14 Elevance Health shares in Q2 2026, an estimated $5.19K.
  • Elevance Health made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Activest Wealth Management first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Elevance Health position peaked at $27.5K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.