CI
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CX Institutional’s Elevance Health ELV Stock Holding History

CX Institutional’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 		$2.33M Buy
6,029
+349
+6% +$129K 0.07% 230
2026
Q1 		$1.66M Buy
5,680
+4,034
+245% +$1.33M 0.05% 277
2025
Q4 		$577K Sell
1,646
-16,720
-91% -$5.65M 0.02% 385
2025
Q3 		$5.93M Buy
18,366
+17,183
+1,452% +$5.34M 0.18% 137
2025
Q2 		$460K Sell
1,183
-303
-20% -$122K 0.02% 389
2025
Q1 		$646K Buy
1,486
+622
+72% +$250K 0.02% 328
2024
Q4 		$319K Sell
864
-526
-38% -$220K 0.01% 426
2024
Q3 		$723K Sell
1,390
-12,451
-90% -$6.65M 0.03% 325
2024
Q2 		$7.5M Buy
13,841
+12
+0.1% +$6.34K 0.35% 71
2024
Q1 		$7.17M Buy
13,829
+5,105
+59% +$2.54M 0.35% 73
2023
Q4 		$4.11M Sell
8,724
-4,435
-34% -$2.05M 0.22% 122
2023
Q3 		$5.73M Buy
13,159
+466
+4% +$211K 0.32% 83
2023
Q2 		$5.64M Buy
12,693
+1,899
+18% +$876K 0.29% 95
2023
Q1 		$5.1M Buy
10,794
+9,592
+798% +$4.56M 0.27% 103
2022
Q4 		$616K Buy
1,202
+242
+25% +$123K 0.04% 342
2022
Q3 		$436K Sell
960
-5,443
-85% -$2.6M 0.03% 353
2022
Q2 		$3.09M Buy
6,403
+753
+13% +$373K 0.23% 106
2022
Q1 		$2.77M Buy
5,650
+4,861
+616% +$2.22M 0.22% 122
2021
Q4 		$366K Sell
789
-3,729
-83% -$1.57M 0.03% 267
2021
Q3 		$1.68M Buy
4,518
+3,712
+461% +$1.41M 0.14% 168
2021
Q2 		$308K Sell
806
-118
-13% -$45.1K 0.03% 294
2021
Q1 		$332K Sell
924
-5,161
-85% -$1.66M 0.03% 253
2020
Q4 		$1.95M Sell
6,085
-909
-13% -$279K 0.19% 156
2020
Q3 		$1.88M Sell
6,994
-3,679
-34% -$990K 0.2% 135
2020
Q2 		$2.8M Buy
10,673
+1,314
+14% +$351K 0.37% 60
2020
Q1 		$2.13M Buy
9,359
+6,748
+258% +$1.84M 0.35% 67
2019
Q4 		$789K Buy
2,611
+2,567
+5,834% +$706K 0.14% 126
2019
Q3 		$11K Sell
44
-64
-59% -$17.5K ﹤0.01% 447
2019
Q2 		$30K Buy
108
+26
+32% +$7.1K ﹤0.01% 365
2019
Q1 		$24K Buy
82
+48
+141% +$13.9K ﹤0.01% 389
2018
Q4 		$9K Sell
34
-176
-84% -$48.4K ﹤0.01% 358
2018
Q3 		$58K Hold
210
– – 0.02% 175
2018
Q2 		$50K Buy
+210
New +$48.6K 0.02% 161

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CX Institutional's ELV Position: Q2 2026 in Review

CX Institutional increased its Elevance Health (ELV) stake by 6.1% in Q2 2026, buying an estimated $129K and bringing the position to 6,029 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #230.

CX Institutional first reported a position in ELV in Q2 2018 and has held it in 33 quarters since. The position peaked at $7.5M in Q2 2024. 293 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • CX Institutional held 6,029 shares of Elevance Health worth $2.33M as of Q2 2026.
  • CX Institutional bought 349 Elevance Health shares in Q2 2026, an estimated $129K.
  • Elevance Health made up 0.07% of CX Institutional's portfolio in Q2 2026, its #230 holding.
  • CX Institutional first reported a position in Elevance Health in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Elevance Health position peaked at $7.5M in Q2 2024.
  • 293 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.