CWM
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Chemistry Wealth Management’s Elevance Health ELV Stock Holding History

Chemistry 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 		$5.92M Buy
15,309
+3
+0% +$1.11K 0.95% 21
2026
Q1 		$4.48M Buy
15,306
+366
+2% +$120K 0.79% 22
2025
Q4 		$5.24M Buy
14,940
+23
+0.2% +$7.77K 0.98% 21
2025
Q3 		$4.82M Buy
14,917
+7,077
+90% +$2.2M 0.93% 21
2025
Q2 		$3.05M Buy
7,840
+506
+7% +$204K 0.65% 26
2025
Q1 		$3.19M Buy
7,334
+1,568
+27% +$629K 0.74% 24
2024
Q4 		$2.13M Sell
5,766
-1,027
-15% -$430K 0.5% 33
2024
Q3 		$3.53M Buy
6,793
+261
+4% +$139K 0.84% 24
2024
Q2 		$3.54M Buy
6,532
+472
+8% +$249K 0.91% 21
2024
Q1 		$3.14M Buy
6,060
+183
+3% +$91K 0.85% 24
2023
Q4 		$2.77M Buy
5,877
+175
+3% +$80.9K 0.84% 24
2023
Q3 		$2.48M Buy
5,702
+274
+5% +$124K 0.82% 23
2023
Q2 		$2.41M Buy
5,428
+128
+2% +$59K 0.78% 25
2023
Q1 		$2.44M Buy
5,300
+49
+0.9% +$23.3K 0.85% 22
2022
Q4 		$2.69M Buy
5,251
+59
+1% +$30K 1.05% 18
2022
Q3 		$2.36M Buy
5,192
+72
+1% +$34.5K 0.93% 20
2022
Q2 		$2.47M Buy
5,120
+270
+6% +$134K 0.94% 21
2022
Q1 		$2.38M Buy
+4,850
New +$2.22M 0.82% 26

Other funds holding ELV

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Chemistry Wealth Management's ELV Position: Q2 2026 in Review

Chemistry Wealth Management increased its Elevance Health (ELV) stake by 0.02% in Q2 2026, buying an estimated $1.11K and bringing the position to 15,309 shares worth $5.92M. The position accounts for 0.95% of the portfolio, ranked #21.

Chemistry Wealth Management first reported a position in ELV in Q1 2022 and has held it in 18 quarters since. 685 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Chemistry Wealth Management held 15,309 shares of Elevance Health worth $5.92M as of Q2 2026.
  • Chemistry Wealth Management bought 3 Elevance Health shares in Q2 2026, an estimated $1.11K.
  • Elevance Health made up 0.95% of Chemistry Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Chemistry Wealth Management first reported a position in Elevance Health in Q1 2022 and has held it in 18 quarters since.
  • 685 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.