AC
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Apella Capital’s Elevance Health ELV Stock Holding History

Apella Capital’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 		$1.23M Buy
2,932
+75
+3% +$27.8K 0.02% 335
2026
Q1 		$923K Buy
2,857
+871
+44% +$286K 0.01% 377
2025
Q4 		$696K Buy
1,986
+3
+0.2% +$1.01K 0.01% 311
2025
Q3 		$690K Buy
1,983
+59
+3% +$18.4K 0.02% 289
2025
Q2 		$668K Sell
1,924
-2
-0.1% -$804 0.02% 262
2025
Q1 		$839K Buy
1,926
+16
+0.8% +$6.42K 0.03% 205
2024
Q4 		$704K Sell
1,910
-26
-1% -$10.9K 0.03% 197
2024
Q3 		$978K Buy
1,936
+8
+0.4% +$4.27K 0.04% 151
2024
Q2 		$1.02M Buy
1,928
+587
+44% +$310K 0.05% 145
2024
Q1 		$690K Hold
1,341
– – 0.03% 167
2023
Q4 		$650K Buy
1,341
+3
+0.2% +$1.39K 0.04% 168
2023
Q3 		$583K Sell
1,338
-18
-1% -$8.16K 0.04% 160
2023
Q2 		$602K Buy
+1,356
New +$626K 0.04% 161
2022
Q2 		– Sell
-676
Closed -$332K – 221
2022
Q1 		$332K Buy
+676
New +$309K 0.05% 158

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

Apella Capital's ELV Position: Q2 2026 in Review

Apella Capital increased its Elevance Health (ELV) stake by 2.6% in Q2 2026, buying an estimated $27.8K and bringing the position to 2,932 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #335.

Apella Capital first reported a position in ELV in Q1 2022 and has held it in 14 quarters since. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Apella Capital held 2,932 shares of Elevance Health worth $1.23M as of Q2 2026.
  • Apella Capital bought 75 Elevance Health shares in Q2 2026, an estimated $27.8K.
  • Elevance Health made up 0.02% of Apella Capital's portfolio in Q2 2026, its #335 holding.
  • Apella Capital first reported a position in Elevance Health in Q1 2022 and has held it in 14 quarters since.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.