Convergence Financial’s Elevance Health ELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.88M Buy
4,868
+2,435
+100% +$903K 0.15% 89
2026
Q1
$712K Buy
2,433
+62
+3% +$20.4K 0.08% 126
2025
Q4
$831K Buy
2,371
+24
+1% +$8.11K 0.12% 88
2025
Q3
$758K Buy
2,347
+413
+21% +$128K 0.11% 98
2025
Q2
$752K Buy
1,934
+206
+12% +$82.9K 0.13% 92
2025
Q1
$752K Buy
1,728
+457
+36% +$183K 0.15% 79
2024
Q4
$469K Buy
1,271
+171
+16% +$71.6K 0.09% 95
2024
Q3
$572K Buy
1,100
+674
+158% +$360K 0.12% 86
2024
Q2
$231K Buy
+426
New +$225K 0.06% 135

Other funds holding ELV

Convergence Financial's ELV Position: Q2 2026 in Review

Convergence Financial increased its Elevance Health (ELV) stake by 100% in Q2 2026, buying an estimated $903K and bringing the position to 4,868 shares worth $1.88M. The position accounts for 0.15% of the portfolio, ranked #89.

Convergence Financial first reported a position in ELV in Q2 2024 and has held it in 9 quarters since. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Convergence Financial held 4,868 shares of Elevance Health worth $1.88M as of Q2 2026.
  • Convergence Financial bought 2,435 Elevance Health shares in Q2 2026, an estimated $903K.
  • Elevance Health made up 0.15% of Convergence Financial's portfolio in Q2 2026, its #89 holding.
  • Convergence Financial first reported a position in Elevance Health in Q2 2024 and has held it in 9 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.