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Barnes Dennig Private Wealth Management’s Elevance Health ELV Stock Holding History

Barnes Dennig Private 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 		$121K Buy
313
+2
+0.6% +$742 0.1% 109
2026
Q1 		$91K Hold
311
– – 0.09% 112
2025
Q4 		$109K Buy
+311
New +$105K 0.11% 104

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Barnes Dennig Private Wealth Management's ELV Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Elevance Health (ELV) stake by 0.64% in Q2 2026, buying an estimated $742 and bringing the position to 313 shares worth $121K. The position accounts for 0.1% of the portfolio, ranked #109.

Barnes Dennig Private Wealth Management first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 313 shares of Elevance Health worth $121K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 2 Elevance Health shares in Q2 2026, an estimated $742.
  • Elevance Health made up 0.1% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.