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Avantra Family Wealth’s Elevance Health ELV Stock Holding History

Avantra Family Wealth’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 		$620K Buy
1,602
+99
+7% +$36.7K 0.4% 83
2026
Q1 		$440K Buy
+1,503
New +$494K 0.33% 91
2025
Q3 		– Sell
-1,365
Closed -$531K – 167
2025
Q2 		$531K Sell
1,365
-185
-12% -$74.4K 0.44% 65
2025
Q1 		$674K Buy
1,550
+36
+2% +$14.5K 0.65% 54
2024
Q4 		$559K Buy
+1,514
New +$634K 0.52% 60

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

Avantra Family Wealth's ELV Position: Q2 2026 in Review

Avantra Family Wealth increased its Elevance Health (ELV) stake by 6.6% in Q2 2026, buying an estimated $36.7K and bringing the position to 1,602 shares worth $620K. The position accounts for 0.4% of the portfolio, ranked #83.

Avantra Family Wealth first reported a position in ELV in Q4 2024 and has held it in 5 quarters since. The position peaked at $674K in Q1 2025. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Avantra Family Wealth held 1,602 shares of Elevance Health worth $620K as of Q2 2026.
  • Avantra Family Wealth bought 99 Elevance Health shares in Q2 2026, an estimated $36.7K.
  • Elevance Health made up 0.4% of Avantra Family Wealth's portfolio in Q2 2026, its #83 holding.
  • Avantra Family Wealth first reported a position in Elevance Health in Q4 2024 and has held it in 5 quarters since.
  • Avantra Family Wealth's Elevance Health position peaked at $674K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.