EWP
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Elevation Wealth Partners’s Elevance Health ELV Stock Holding History

Elevation Wealth Partners’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 		$40.6K Buy
105
+90
+600% +$33.4K 0.01% 360
2026
Q1 		$4.4K Sell
15
-4
-21% -$1.31K ﹤0.01% 741
2025
Q4 		$6.67K Buy
19
+7
+58% +$2.37K ﹤0.01% 564
2025
Q3 		$3.88K Buy
+12
New +$3.73K ﹤0.01% 525
2025
Q2 		– Hold
0
– – – 480
2025
Q1 		– Hold
0
– – – 488
2024
Q4 		– Hold
0
– – – 495
2024
Q3 		– Hold
0
– – – 471
2024
Q2 		– Hold
0
– – – 500
2024
Q1 		– Hold
0
– – – 470
2023
Q4 		– Hold
0
– – – 438
2023
Q3 		– Hold
0
– – – 339
2023
Q2 		– Hold
0
– – – 352
2023
Q1 		– Hold
0
– – – 347

Other funds holding ELV

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's ELV Position: Q2 2026 in Review

Elevation Wealth Partners increased its Elevance Health (ELV) stake by 600% in Q2 2026, buying an estimated $33.4K and bringing the position to 105 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #360.

Elevation Wealth Partners first reported a position in ELV in Q3 2025 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Elevation Wealth Partners held 105 shares of Elevance Health worth $40.6K as of Q2 2026.
  • Elevation Wealth Partners bought 90 Elevance Health shares in Q2 2026, an estimated $33.4K.
  • Elevance Health made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • Elevation Wealth Partners first reported a position in Elevance Health in Q3 2025 and has held it in 4 quarters since.
  • 582 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.