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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
2019
Q3 		– Sell
-200
Closed -$1K – 555
2019
Q2 		$1K Buy
+200
New +$54.6K ﹤0.01% 520

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
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

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. 243 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.
  • 243 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.