Cache Advisors’s Elevance Health ELV Stock Holding History

Cache Advisors’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	$204K	Hold	527	–	–	0.02%	135
2026 Q1	$154K	Buy	+527	New	+$173K	0.02%	123

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cache Advisors's ELV Position: Q2 2026 in Review

Cache Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 527 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #135.

Cache Advisors first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Cache Advisors held 527 shares of Elevance Health worth $204K as of Q2 2026.
Cache Advisors left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.02% of Cache Advisors's portfolio in Q2 2026, its #135 holding.
Cache Advisors first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.