AIM
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AMI Investment Management’s Elevance Health ELV Stock Holding History

AMI Investment 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 		$2.58M Sell
6,671
-639
-9% -$237K 0.55% 41
2026
Q1 		$2.14M Buy
7,310
+454
+7% +$149K 0.48% 43
2025
Q4 		$2.4M Buy
6,856
+283
+4% +$95.6K 0.54% 41
2025
Q3 		$2.12M Buy
6,573
+1,015
+18% +$316K 0.49% 44
2025
Q2 		$2.16M Buy
5,558
+272
+5% +$109K 0.56% 40
2025
Q1 		$2.3M Buy
5,286
+851
+19% +$342K 0.74% 37
2024
Q4 		$1.64M Buy
4,435
+1,947
+78% +$815K 0.53% 41
2024
Q3 		$1.29M Buy
+2,488
New +$1.33M 0.44% 45

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

AMI Investment Management's ELV Position: Q2 2026 in Review

AMI Investment Management reduced its Elevance Health (ELV) stake by 8.7% in Q2 2026, selling an estimated $237K and leaving 6,671 shares worth $2.58M. The position accounts for 0.55% of the portfolio, ranked #41.

AMI Investment Management first reported a position in ELV in Q3 2024 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • AMI Investment Management held 6,671 shares of Elevance Health worth $2.58M as of Q2 2026.
  • AMI Investment Management sold 639 Elevance Health shares in Q2 2026, an estimated $237K.
  • Elevance Health made up 0.55% of AMI Investment Management's portfolio in Q2 2026, its #41 holding.
  • AMI Investment Management first reported a position in Elevance Health in Q3 2024 and has held it in 8 quarters since.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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