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DiNuzzo Private Wealth’s Elevance Health ELV Stock Holding History

DiNuzzo Private Wealth’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 		$58.8K Buy
152
+4
+3% +$1.48K 0.01% 131
2026
Q1 		$43.3K Sell
148
-3
-2% -$986 ﹤0.01% 137
2025
Q4 		$52.9K Buy
151
+14
+10% +$4.73K 0.01% 129
2025
Q3 		$43.7K Sell
137
-10
-7% -$3.11K 0.01% 134
2025
Q2 		$57.2K Hold
147
– – 0.01% 123
2025
Q1 		$63.9K Buy
147
+1
+0.7% +$401 0.01% 119
2024
Q4 		$53.9K Sell
146
-6
-4% -$2.51K 0.01% 121
2024
Q3 		$79K Sell
152
-2
-1% -$1.07K 0.01% 115
2024
Q2 		$83.4K Buy
154
+3
+2% +$1.59K 0.01% 80
2024
Q1 		$78.3K Hold
151
– – 0.01% 77
2023
Q4 		$71.2K Buy
+151
New +$69.8K 0.01% 78

Other funds holding ELV

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

DiNuzzo Private Wealth's ELV Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Elevance Health (ELV) stake by 2.7% in Q2 2026, buying an estimated $1.48K and bringing the position to 152 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #131.

DiNuzzo Private Wealth first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $83.4K in Q2 2024. 521 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • DiNuzzo Private Wealth held 152 shares of Elevance Health worth $58.8K as of Q2 2026.
  • DiNuzzo Private Wealth bought 4 Elevance Health shares in Q2 2026, an estimated $1.48K.
  • Elevance Health made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #131 holding.
  • DiNuzzo Private Wealth first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Elevance Health position peaked at $83.4K in Q2 2024.
  • 521 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.