Beese Fulmer Investment Management’s Elevance Health ELV Stock Holding History

Beese Fulmer Investment 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	$341K	Buy	+882	New	+$327K	0.02%	270
2026 Q1	–	Sell	-708	Closed	-$248K	–	446
2025 Q4	$248K	Sell	708 -117	-14%	-$39.5K	0.02%	332
2025 Q3	$267K	Hold	825	–	–	0.02%	250
2025 Q2	$321K	Buy	+825	New	+$332K	0.02%	228
2020 Q3	–	Sell	-34	Closed	-$9K	–	293
2020 Q2	$9K	Buy	+34	New	+$9.07K	﹤0.01%	482

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management's ELV Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Elevance Health (ELV) in Q2 2026: 882 shares worth $341K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in ELV as recently as Q4 2025.

Beese Fulmer Investment Management first reported a position in ELV in Q2 2020 and has held it in 5 quarters since. 578 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Beese Fulmer Investment Management held 882 shares of Elevance Health worth $341K as of Q2 2026.
Elevance Health was a new Beese Fulmer Investment Management position in Q2 2026.
Elevance Health made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #270 holding.
Beese Fulmer Investment Management first reported a position in Elevance Health in Q2 2020 and has held it in 5 quarters since.
578 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.