CWS
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Cypress Wealth Services’s Elevance Health ELV Stock Holding History

Cypress Wealth Services’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 		$693K Sell
1,792
-134
-7% -$49.7K 0.09% 181
2026
Q1 		$564K Buy
+1,926
New +$633K 0.08% 203
2025
Q4 		– Sell
-972
Closed -$314K – 393
2025
Q3 		$314K Buy
972
+41
+4% +$12.8K 0.05% 248
2025
Q2 		$362K Sell
931
-38
-4% -$15.3K 0.06% 204
2025
Q1 		$421K Buy
969
+173
+22% +$69.4K 0.09% 169
2024
Q4 		$294K Buy
796
+117
+17% +$49K 0.06% 208
2024
Q3 		$353K Buy
679
+23
+4% +$12.3K 0.07% 193
2024
Q2 		$356K Buy
656
+64
+11% +$33.8K 0.08% 177
2024
Q1 		$307K Buy
592
+22
+4% +$10.9K 0.07% 194
2023
Q4 		$269K Buy
570
+31
+6% +$14.3K 0.07% 196
2023
Q3 		$235K Buy
+539
New +$244K 0.07% 209
2022
Q3 		– Sell
-444
Closed -$214K – 232
2022
Q2 		$214K Buy
444
+7
+2% +$3.46K 0.07% 208
2022
Q1 		$215K Buy
+437
New +$200K 0.06% 221

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

Cypress Wealth Services's ELV Position: Q2 2026 in Review

Cypress Wealth Services reduced its Elevance Health (ELV) stake by 7% in Q2 2026, selling an estimated $49.7K and leaving 1,792 shares worth $693K. The position accounts for 0.09% of the portfolio, ranked #181.

Cypress Wealth Services first reported a position in ELV in Q1 2022 and has held it in 13 quarters since. 409 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cypress Wealth Services held 1,792 shares of Elevance Health worth $693K as of Q2 2026.
  • Cypress Wealth Services sold 134 Elevance Health shares in Q2 2026, an estimated $49.7K.
  • Elevance Health made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #181 holding.
  • Cypress Wealth Services first reported a position in Elevance Health in Q1 2022 and has held it in 13 quarters since.
  • 409 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.