AWM
ELV icon

Apollon Wealth Management’s Elevance Health ELV Stock Holding History

Apollon 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 		$1.55M Buy
4,014
+1,183
+42% +$439K 0.02% 569
2026
Q1 		$829K Sell
2,831
-584
-17% -$192K 0.01% 669
2025
Q4 		$1.2M Sell
3,415
-261
-7% -$88.2K 0.02% 516
2025
Q3 		$1.19M Buy
3,676
+255
+7% +$79.3K 0.02% 520
2025
Q2 		$1.33M Buy
3,421
+806
+31% +$324K 0.03% 466
2025
Q1 		$1.14M Sell
2,615
-100
-4% -$40.1K 0.03% 474
2024
Q4 		$1M Sell
2,715
-759
-22% -$318K 0.02% 514
2024
Q3 		$1.81M Sell
3,474
-311
-8% -$166K 0.05% 332
2024
Q2 		$2.05M Buy
3,785
+553
+17% +$292K 0.06% 284
2024
Q1 		$1.68M Buy
3,232
+104
+3% +$51.7K 0.05% 330
2023
Q4 		$1.48M Buy
3,128
+1,206
+63% +$558K 0.05% 336
2023
Q3 		$837K Sell
1,922
-1,068
-36% -$484K 0.04% 407
2023
Q2 		$1.33M Sell
2,990
-315
-10% -$145K 0.06% 311
2023
Q1 		$1.52M Sell
3,305
-10
-0.3% -$4.76K 0.09% 225
2022
Q4 		$1.7M Buy
3,315
+787
+31% +$400K 0.12% 179
2022
Q3 		$1.15M Buy
2,528
+1,065
+73% +$510K 0.09% 220
2022
Q2 		$706K Buy
1,463
+426
+41% +$211K 0.06% 345
2022
Q1 		$509K Buy
1,037
+249
+32% +$114K 0.04% 455
2021
Q4 		$365K Buy
+788
New +$332K 0.03% 535
2021
Q2 		– Sell
-2,350
Closed -$844K – 367
2021
Q1 		$844K Buy
+2,350
New +$756K 0.16% 125
2020
Q3 		– Sell
-40
Closed -$11K – 306
2020
Q2 		$11K Buy
+40
New +$10.7K 0.01% 479

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Apollon Wealth Management increased its Elevance Health (ELV) stake by 42% in Q2 2026, buying an estimated $439K and bringing the position to 4,014 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #569.

Apollon Wealth Management first reported a position in ELV in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.05M in Q2 2024. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Apollon Wealth Management held 4,014 shares of Elevance Health worth $1.55M as of Q2 2026.
  • Apollon Wealth Management bought 1,183 Elevance Health shares in Q2 2026, an estimated $439K.
  • Elevance Health made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Apollon Wealth Management first reported a position in Elevance Health in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Elevance Health position peaked at $2.05M in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.