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Cromwell Holdings’s Elevance Health ELV Stock Holding History

Cromwell Holdings’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 		$287K Buy
742
+200
+37% +$74.2K 0.13% 143
2026
Q1 		$159K Sell
542
-207
-28% -$68K 0.09% 226
2025
Q4 		$263K Sell
749
-1
-0.1% -$338 0.14% 135
2025
Q3 		$242K Sell
750
-12
-2% -$3.73K 0.13% 144
2025
Q2 		$296K Buy
762
+135
+22% +$54.3K 0.18% 115
2025
Q1 		$273K Sell
627
-97
-13% -$38.9K 0.18% 116
2024
Q4 		$267K Buy
724
+4
+0.6% +$1.67K 0.15% 115
2024
Q3 		$374K Buy
720
+47
+7% +$25.1K 0.24% 83
2024
Q2 		$365K Buy
+673
New +$356K 0.22% 86

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Cromwell Holdings's ELV Position: Q2 2026 in Review

Cromwell Holdings increased its Elevance Health (ELV) stake by 37% in Q2 2026, buying an estimated $74.2K and bringing the position to 742 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #143.

Cromwell Holdings first reported a position in ELV in Q2 2024 and has held it in 9 quarters since. The position peaked at $374K in Q3 2024. 368 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cromwell Holdings held 742 shares of Elevance Health worth $287K as of Q2 2026.
  • Cromwell Holdings bought 200 Elevance Health shares in Q2 2026, an estimated $74.2K.
  • Elevance Health made up 0.13% of Cromwell Holdings's portfolio in Q2 2026, its #143 holding.
  • Cromwell Holdings first reported a position in Elevance Health in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Elevance Health position peaked at $374K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.