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Cypress Advisory Group’s Elevance Health ELV Stock Holding History

Cypress Advisory 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 		$1.09M Hold
2,830
– – 0.85% 37
2026
Q1 		$828K Hold
2,830
– – 0.63% 50
2025
Q4 		$992K Hold
2,830
– – 0.73% 45
2025
Q3 		$914K Sell
2,830
-659
-19% -$205K 0.68% 48
2025
Q2 		$1.36M Sell
3,489
-28
-0.8% -$11.3K 1.05% 29
2025
Q1 		$1.53M Sell
3,517
-1,317
-27% -$529K 1.4% 23
2024
Q4 		$1.78M Buy
+4,834
New +$2.02M 1.64% 18

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

Cypress Advisory Group's ELV Position: Q2 2026 in Review

Cypress Advisory Group held its Elevance Health (ELV) position steady in Q2 2026 at 2,830 shares worth $1.09M. The position accounts for 0.85% of the portfolio, ranked #37.

Cypress Advisory Group first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2024. 293 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cypress Advisory Group held 2,830 shares of Elevance Health worth $1.09M as of Q2 2026.
  • Cypress Advisory Group left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.85% of Cypress Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Cypress Advisory Group first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's Elevance Health position peaked at $1.78M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.