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Concurrent Investment Advisors’s Elevance Health ELV Stock Holding History

Concurrent Investment 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 		$1.44M Sell
3,725
-8
-0.2% -$2.97K 0.01% 846
2026
Q1 		$1.09M Buy
3,733
+399
+12% +$131K 0.01% 839
2025
Q4 		$1.17M Buy
3,334
+1,122
+51% +$379K 0.01% 762
2025
Q3 		$715K Buy
2,212
+332
+18% +$103K 0.01% 774
2025
Q2 		$731K Sell
1,880
-309
-14% -$124K 0.01% 705
2025
Q1 		$952K Buy
2,189
+735
+51% +$295K 0.02% 559
2024
Q4 		$536K Sell
1,454
-21
-1% -$8.79K 0.01% 651
2024
Q3 		$767K Sell
1,475
-61
-4% -$32.6K 0.02% 526
2024
Q2 		$832K Buy
1,536
+211
+16% +$112K 0.03% 477
2024
Q1 		$687K Sell
1,325
-10
-0.7% -$4.97K 0.03% 464
2023
Q4 		$629K Buy
+1,335
New +$617K 0.03% 436

Other funds holding ELV

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's ELV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Elevance Health (ELV) stake by 0.21% in Q2 2026, selling an estimated $2.97K and leaving 3,725 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #846.

Concurrent Investment Advisors first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. 466 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Concurrent Investment Advisors held 3,725 shares of Elevance Health worth $1.44M as of Q2 2026.
  • Concurrent Investment Advisors sold 8 Elevance Health shares in Q2 2026, an estimated $2.97K.
  • Elevance Health made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #846 holding.
  • Concurrent Investment Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • 466 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.