Axxcess Wealth Management’s Elevance Health ELV Stock Holding History

Axxcess 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	$457K	Buy	+1,182	New	+$438K	0.01%	741
2026 Q1	–	Sell	-1,767	Closed	-$619K	–	572
2025 Q4	$619K	Buy	1,767 +384	+28%	+$130K	0.01%	635
2025 Q3	$447K	Sell	1,383 -53	-4%	-$16.5K	0.01%	648
2025 Q2	$558K	Buy	1,436 +305	+27%	+$123K	0.01%	562
2025 Q1	$492K	Sell	1,131 -378	-25%	-$152K	0.01%	562
2024 Q4	$557K	Buy	1,509 +490	+48%	+$205K	0.01%	525
2024 Q3	$530K	Sell	1,019 -210	-17%	-$112K	0.01%	538
2024 Q2	$666K	Sell	1,229 -450	-27%	-$238K	0.02%	466
2024 Q1	$871K	Buy	1,679 +392	+30%	+$195K	0.02%	405
2023 Q4	$607K	Buy	1,287 +9	+0.7%	+$4.16K	0.02%	469
2023 Q3	$556K	Buy	+1,278	New	+$580K	0.02%	444
2023 Q2	–	Sell	-1,266	Closed	-$582K	–	622
2023 Q1	$582K	Sell	1,266 -9	-0.7%	-$4.28K	0.04%	344
2022 Q4	$654K	Buy	+1,275	New	+$647K	0.05%	306

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 1,182 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ELV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ELV in Q4 2022 and has held it in 13 quarters since. The position peaked at $871K in Q1 2024. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Axxcess Wealth Management held 1,182 shares of Elevance Health worth $457K as of Q2 2026.
Elevance Health was a new Axxcess Wealth Management position in Q2 2026.
Elevance Health made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #741 holding.
Axxcess Wealth Management first reported a position in Elevance Health in Q4 2022 and has held it in 13 quarters since.
Axxcess Wealth Management's Elevance Health position peaked at $871K in Q1 2024.
637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.