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Dynamic Advisor Solutions’s Elevance Health ELV Stock Holding History

Dynamic Advisor Solutions’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 		$2.38M Sell
6,157
-1,295
-17% -$480K 0.07% 289
2026
Q1 		$2.18M Buy
7,452
+1,282
+21% +$421K 0.07% 294
2025
Q4 		$2.16M Buy
6,170
+115
+2% +$38.9K 0.07% 279
2025
Q3 		$1.96M Sell
6,055
-1,979
-25% -$616K 0.06% 324
2025
Q2 		$3.12M Buy
8,034
+817
+11% +$329K 0.1% 229
2025
Q1 		$3.14M Sell
7,217
-354
-5% -$142K 0.1% 215
2024
Q4 		$2.79M Buy
7,571
+1,393
+23% +$583K 0.12% 169
2024
Q3 		$3.21M Sell
6,178
-56
-0.9% -$29.9K 0.1% 232
2024
Q2 		$3.38M Buy
6,234
+65
+1% +$34.4K 0.11% 220
2024
Q1 		$3.2M Buy
6,169
+1,719
+39% +$855K 0.11% 229
2023
Q4 		$2.14M Buy
4,450
+328
+8% +$152K 0.08% 273
2023
Q3 		$1.79M Buy
4,122
+2,191
+113% +$994K 0.08% 249
2023
Q2 		$858K Buy
1,931
+233
+14% +$107K 0.04% 377
2023
Q1 		$781K Sell
1,698
-70
-4% -$33.3K 0.05% 375
2022
Q4 		$907K Buy
1,768
+158
+10% +$80.2K 0.06% 297
2022
Q3 		$731K Buy
1,610
+179
+13% +$85.6K 0.06% 305
2022
Q2 		$691K Sell
1,431
-102
-7% -$50.5K 0.05% 321
2022
Q1 		$753K Buy
1,533
+76
+5% +$34.7K 0.05% 332
2021
Q4 		$675K Sell
1,457
-29
-2% -$12.2K 0.05% 357
2021
Q3 		$554K Buy
1,486
+750
+102% +$285K 0.04% 417
2021
Q2 		$281K Buy
736
+26
+4% +$9.94K 0.02% 556
2021
Q1 		$255K Buy
710
+44
+7% +$14.2K 0.02% 540
2020
Q4 		$214K Buy
+666
New +$204K 0.02% 584
2020
Q1 		– Sell
-750
Closed -$227K – 520
2019
Q4 		$227K Buy
+750
New +$206K 0.03% 475
2019
Q3 		– Sell
-730
Closed -$206K – 556
2019
Q2 		$206K Buy
+730
New +$199K 0.03% 451
2018
Q2 		– Sell
-1,858
Closed -$408K – 418
2018
Q1 		$408K Buy
+1,858
New +$436K 0.1% 208

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Dynamic Advisor Solutions's ELV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Elevance Health (ELV) stake by 17% in Q2 2026, selling an estimated $480K and leaving 6,157 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #289.

Dynamic Advisor Solutions first reported a position in ELV in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.38M in Q2 2024. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Dynamic Advisor Solutions held 6,157 shares of Elevance Health worth $2.38M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,295 Elevance Health shares in Q2 2026, an estimated $480K.
  • Elevance Health made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #289 holding.
  • Dynamic Advisor Solutions first reported a position in Elevance Health in Q1 2018 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's Elevance Health position peaked at $3.38M in Q2 2024.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.