Americana Partners’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$234K Sell
604
-300
-33% -$111K 0.01% 551
2026
Q1
$265K Sell
904
-345
-28% -$113K 0.01% 442
2025
Q4
$438K Buy
1,249
+33
+3% +$11.2K 0.01% 349
2025
Q3
$393K Buy
+1,216
New +$378K 0.01% 342

Other funds holding ELV

Americana Partners's ELV Position: Q2 2026 in Review

Americana Partners reduced its Elevance Health (ELV) stake by 33% in Q2 2026, selling an estimated $111K and leaving 604 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #551.

Americana Partners first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. The position peaked at $438K in Q4 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Americana Partners held 604 shares of Elevance Health worth $234K as of Q2 2026.
  • Americana Partners sold 300 Elevance Health shares in Q2 2026, an estimated $111K.
  • Elevance Health made up 0.01% of Americana Partners's portfolio in Q2 2026, its #551 holding.
  • Americana Partners first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • Americana Partners's Elevance Health position peaked at $438K in Q4 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.