ECM
ELV icon

Evergreen Capital Management’s Elevance Health ELV Stock Holding History

Evergreen Capital 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 		$938K Buy
2,426
+1,305
+116% +$484K 0.02% 573
2026
Q1 		$328K Buy
1,121
+13
+1% +$4.27K 0.01% 1059
2025
Q4 		$388K Buy
1,108
+138
+14% +$46.6K 0.01% 891
2025
Q3 		$313K Sell
970
-131
-12% -$40.7K 0.01% 935
2025
Q2 		$428K Sell
1,101
-117
-10% -$47.1K 0.01% 631
2025
Q1 		$530K Buy
1,218
+333
+38% +$134K 0.02% 485
2024
Q4 		$326K Sell
885
-15,293
-95% -$6.4M 0.01% 689
2024
Q3 		$8.41M Buy
16,178
+14,812
+1,084% +$7.91M 0.28% 100
2024
Q2 		$740K Buy
1,366
+194
+17% +$103K 0.03% 362
2024
Q1 		$608K Buy
1,172
+62
+6% +$30.8K 0.02% 398
2023
Q4 		$523K Buy
1,110
+88
+9% +$40.7K 0.02% 413
2023
Q3 		$445K Buy
1,022
+12
+1% +$5.44K 0.02% 423
2023
Q2 		$449K Buy
1,010
+267
+36% +$123K 0.02% 418
2023
Q1 		$342K Sell
743
-208
-22% -$99K 0.02% 472
2022
Q4 		$488K Buy
951
+221
+30% +$112K 0.02% 376
2022
Q3 		$332K Sell
730
-221
-23% -$106K 0.02% 424
2022
Q2 		$459K Buy
951
+150
+19% +$74.2K 0.02% 352
2022
Q1 		$393K Buy
801
+182
+29% +$83.2K 0.02% 421
2021
Q4 		$287K Buy
619
+17
+3% +$7.15K 0.01% 490
2021
Q3 		$224K Buy
602
+2
+0.3% +$760 0.01% 516
2021
Q2 		$229K Sell
600
-35
-6% -$13.4K 0.01% 475
2021
Q1 		$228K Buy
+635
New +$204K 0.01% 454
2020
Q1 		– Sell
-1,302
Closed -$393K – 420
2019
Q4 		$393K Buy
+1,302
New +$358K 0.03% 292
2019
Q3 		– Sell
-721
Closed -$203K – 436
2019
Q2 		$203K Buy
+721
New +$197K 0.02% 393

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
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

Evergreen Capital Management's ELV Position: Q2 2026 in Review

Evergreen Capital Management increased its Elevance Health (ELV) stake by 116% in Q2 2026, buying an estimated $484K and bringing the position to 2,426 shares worth $938K. The position accounts for 0.02% of the portfolio, ranked #573.

Evergreen Capital Management first reported a position in ELV in Q2 2019 and has held it in 24 quarters since. The position peaked at $8.41M in Q3 2024. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Evergreen Capital Management held 2,426 shares of Elevance Health worth $938K as of Q2 2026.
  • Evergreen Capital Management bought 1,305 Elevance Health shares in Q2 2026, an estimated $484K.
  • Elevance Health made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #573 holding.
  • Evergreen Capital Management first reported a position in Elevance Health in Q2 2019 and has held it in 24 quarters since.
  • Evergreen Capital Management's Elevance Health position peaked at $8.41M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.