ARG
ELV icon

Advisory Resource Group’s Elevance Health ELV Stock Holding History

Advisory Resource Group’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 		– Sell
-18,304
Closed -$5.36M – 187
2026
Q1 		$5.36M Sell
18,304
-160
-0.9% -$52.6K 0.92% 32
2025
Q4 		$6.47M Sell
18,464
-464
-2% -$157K 1.14% 24
2025
Q3 		$6.12M Buy
18,928
+5,694
+43% +$1.77M 1.1% 25
2025
Q2 		$5.15M Buy
+13,234
New +$5.32M 0.99% 31

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DC
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CF
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Swedbank
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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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return