CIM
ELVA

Caldwell Investment Management’s Electrovaya ELVA Stock Holding History

Caldwell Investment Management’s Portfolio ELVA Stock Details ELVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.18M Hold
398,000
– – 2.74% 8
2026
Q1 		$2.87M Hold
398,000
– – 1.13% 14
2025
Q4 		$3.08M Hold
398,000
– – 1.9% 10
2025
Q3 		$2.42M Buy
+398,000
New +$2.02M 1.59% 12

Other funds holding ELVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Caldwell Investment Management's ELVA Position: Q2 2026 in Review

Caldwell Investment Management held its Electrovaya (ELVA) position steady in Q2 2026 at 398,000 shares worth $4.18M. The position accounts for 2.74% of the portfolio, ranked #8.

Caldwell Investment Management first reported a position in ELVA in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold ELVA as of Q2 2026.

  • Caldwell Investment Management held 398,000 shares of Electrovaya worth $4.18M as of Q2 2026.
  • Caldwell Investment Management left its Electrovaya share count unchanged in Q2 2026.
  • Electrovaya made up 2.74% of Caldwell Investment Management's portfolio in Q2 2026, its #8 holding.
  • Caldwell Investment Management first reported a position in Electrovaya in Q3 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Electrovaya as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.