EWM
ELV icon

Empirical Wealth Management’s Elevance Health ELV Stock Holding History

Empirical Wealth Management’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 		$1.42M Buy
3,678
+1,198
+48% +$444K 0.02% 330
2026
Q1 		$726K Buy
2,480
+667
+37% +$219K 0.01% 436
2025
Q4 		$636K Sell
1,813
-35
-2% -$11.8K 0.01% 437
2025
Q3 		$597K Buy
1,848
+28
+2% +$8.71K 0.01% 430
2025
Q2 		$708K Buy
1,820
+44
+2% +$17.7K 0.02% 362
2025
Q1 		$772K Sell
1,776
-169
-9% -$67.8K 0.02% 334
2024
Q4 		$718K Sell
1,945
-25
-1% -$10.5K 0.02% 322
2024
Q3 		$1.02M Buy
1,970
+407
+26% +$217K 0.03% 263
2024
Q2 		$847K Sell
1,563
-22
-1% -$11.6K 0.03% 275
2024
Q1 		$822K Buy
+1,585
New +$788K 0.02% 273
2023
Q4 		– Sell
-505
Closed -$220K – 503
2023
Q3 		$220K Sell
505
-111
-18% -$50.3K 0.01% 431
2023
Q2 		$274K Sell
616
-4,657
-88% -$2.15M 0.01% 384
2023
Q1 		$2.42M Buy
5,273
+708
+16% +$337K 0.11% 127
2022
Q4 		$2.34M Buy
4,565
+340
+8% +$173K 0.11% 124
2022
Q3 		$1.92M Buy
4,225
+1,089
+35% +$521K 0.1% 129
2022
Q2 		$1.51M Buy
+3,136
New +$1.55M 0.08% 158

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Empirical Wealth Management's ELV Position: Q2 2026 in Review

Empirical Wealth Management increased its Elevance Health (ELV) stake by 48% in Q2 2026, buying an estimated $444K and bringing the position to 3,678 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #330.

Empirical Wealth Management first reported a position in ELV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.42M in Q1 2023. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Empirical Wealth Management held 3,678 shares of Elevance Health worth $1.42M as of Q2 2026.
  • Empirical Wealth Management bought 1,198 Elevance Health shares in Q2 2026, an estimated $444K.
  • Elevance Health made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Empirical Wealth Management first reported a position in Elevance Health in Q2 2022 and has held it in 16 quarters since.
  • Empirical Wealth Management's Elevance Health position peaked at $2.42M in Q1 2023.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.