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Barlow Wealth Partners’s Elevance Health ELV Stock Holding History

Barlow Wealth 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 		$917K Hold
2,205
– – 0.1% 65
2026
Q1 		$712K Hold
2,205
– – 0.08% 69
2025
Q4 		$822K Sell
2,205
-4
-0.2% -$1.35K 0.09% 66
2025
Q3 		$763K Sell
2,209
-17,461
-89% -$5.43M 0.08% 68
2025
Q2 		$6.89M Buy
19,670
+17,390
+763% +$6.99M 0.82% 35
2025
Q1 		$961K Buy
2,280
+30
+1% +$12K 0.13% 57
2024
Q4 		$876K Sell
2,250
-25,105
-92% -$10.5M 0.11% 63
2024
Q3 		$13.5M Buy
27,355
+369
+1% +$197K 1.76% 28
2024
Q2 		$13.8M Buy
26,986
+759
+3% +$401K 1.91% 21
2024
Q1 		$13M Buy
26,227
+24,050
+1,105% +$12M 1.78% 22
2023
Q4 		$1.03M Buy
+2,177
New +$1.01M 0.15% 66

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

Barlow Wealth Partners's ELV Position: Q2 2026 in Review

Barlow Wealth Partners held its Elevance Health (ELV) position steady in Q2 2026 at 2,205 shares worth $917K. The position accounts for 0.1% of the portfolio, ranked #65.

Barlow Wealth Partners first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q2 2024. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Barlow Wealth Partners held 2,205 shares of Elevance Health worth $917K as of Q2 2026.
  • Barlow Wealth Partners left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.1% of Barlow Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Barlow Wealth Partners first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's Elevance Health position peaked at $13.8M in Q2 2024.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.