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Clayton Financial Group’s Elevance Health ELV Stock Holding History

Clayton Financial Group’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 		– Sell
-13
Closed -$3.81K – 227
2026
Q1 		$3.81K Hold
13
– – ﹤0.01% 357
2025
Q4 		$4.56K Buy
+13
New +$4.39K ﹤0.01% 317

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
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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Clayton Financial Group's ELV Position: Q2 2026 in Review

Clayton Financial Group sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 13 shares — an estimated $3.81K sold.

Clayton Financial Group first reported a position in ELV in Q4 2025 and held it in 2 quarters. The position peaked at $4.56K in Q4 2025. 594 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Clayton Financial Group reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 13 Elevance Health shares in Q2 2026, an estimated $3.81K.
  • Clayton Financial Group first reported a position in Elevance Health in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Elevance Health position peaked at $4.56K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.