CWA Asset Management Group’s Elevance Health ELV Stock Holding History

CWA Asset Management 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	$290K	Buy	+749	New	+$278K	0.01%	601
2026 Q1	–	Sell	-1,091	Closed	-$382K	–	696
2025 Q4	$382K	Buy	1,091 +62	+6%	+$21K	0.01%	502
2025 Q3	$333K	Buy	1,029 +459	+81%	+$143K	0.01%	539
2025 Q2	$222K	Sell	570 -118	-17%	-$47.5K	0.01%	601
2025 Q1	$299K	Buy	+688	New	+$276K	0.01%	514
2024 Q4	–	Sell	-901	Closed	-$469K	–	587
2024 Q3	$469K	Buy	+901	New	+$481K	0.02%	374
2024 Q1	$426K	Buy	821 +190	+30%	+$94.5K	0.03%	340
2023 Q4	$298K	Buy	+631	New	+$292K	0.02%	333

Other funds holding ELV

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

CWA Asset Management Group's ELV Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in Elevance Health (ELV) in Q2 2026: 749 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in ELV as recently as Q4 2025.

CWA Asset Management Group first reported a position in ELV in Q4 2023 and has held it in 8 quarters since. The position peaked at $469K in Q3 2024. 466 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

CWA Asset Management Group held 749 shares of Elevance Health worth $290K as of Q2 2026.
Elevance Health was a new CWA Asset Management Group position in Q2 2026.
Elevance Health made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #601 holding.
CWA Asset Management Group first reported a position in Elevance Health in Q4 2023 and has held it in 8 quarters since.
CWA Asset Management Group's Elevance Health position peaked at $469K in Q3 2024.
466 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.