AP
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Aspect Partners’s Elevance Health ELV Stock Holding History

Aspect Partners’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 		$8.89K Hold
23
– – ﹤0.01% 304
2026
Q1 		$6.73K Hold
23
– – ﹤0.01% 319
2025
Q4 		$8.06K Buy
23
+3
+15% +$1.01K ﹤0.01% 306
2025
Q3 		$6.46K Sell
20
-10
-33% -$3.11K ﹤0.01% 375
2025
Q2 		$11.7K Hold
30
– – 0.01% 264
2025
Q1 		$13K Hold
30
– – 0.01% 232
2024
Q4 		$11.1K Sell
30
-1
-3% -$418 0.01% 267
2024
Q3 		$16.1K Hold
31
– – 0.01% 215
2024
Q2 		$16.8K Hold
31
– – 0.01% 206
2024
Q1 		$16.1K Hold
31
– – 0.01% 210
2023
Q4 		$14.6K Buy
+31
New +$14.3K 0.01% 206

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

Aspect Partners's ELV Position: Q2 2026 in Review

Aspect Partners held its Elevance Health (ELV) position steady in Q2 2026 at 23 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Aspect Partners first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q2 2024. 379 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Aspect Partners held 23 shares of Elevance Health worth $8.89K as of Q2 2026.
  • Aspect Partners left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #304 holding.
  • Aspect Partners first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Elevance Health position peaked at $16.8K in Q2 2024.
  • 379 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.