Evergreen Wealth Management’s Elevance Health ELV Stock Holding History

Evergreen 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	$6.76M	Sell	17,473 -1,256	-7%	-$466K	3.17%	11
2026 Q1	$5.48M	Buy	18,729 +1,065	+6%	+$350K	2.83%	14
2025 Q4	$6.19M	Buy	17,664 +381	+2%	+$129K	3.12%	13
2025 Q3	$5.58M	Buy	17,283 +4,336	+33%	+$1.35M	2.93%	14
2025 Q2	$5.04M	Buy	12,947 +1,533	+13%	+$617K	2.82%	14
2025 Q1	$4.96M	Buy	11,414 +1,673	+17%	+$672K	2.97%	11
2024 Q4	$3.59M	Buy	9,741 +4,388	+82%	+$1.84M	2.12%	17
2024 Q3	$2.78M	Buy	5,353 +1,418	+36%	+$758K	1.68%	23
2024 Q2	$2.13M	Hold	3,935	–	–	1.41%	29
2024 Q1	$2.04M	Hold	3,935	–	–	1.38%	28
2023 Q4	$1.86M	Buy	3,935 +102	+3%	+$47.2K	1.36%	28
2023 Q3	$1.67M	Buy	3,833 +435	+13%	+$197K	1.32%	25
2023 Q2	$1.51M	Buy	+3,398	New	+$1.57M	1.18%	30

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Evergreen Wealth Management reduced its Elevance Health (ELV) stake by 6.7% in Q2 2026, selling an estimated $466K and leaving 17,473 shares worth $6.76M. The position accounts for 3.17% of the portfolio, ranked #11.

Evergreen Wealth Management first reported a position in ELV in Q2 2023 and has held it in 13 quarters since. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Evergreen Wealth Management held 17,473 shares of Elevance Health worth $6.76M as of Q2 2026.
Evergreen Wealth Management sold 1,256 Elevance Health shares in Q2 2026, an estimated $466K.
Elevance Health made up 3.17% of Evergreen Wealth Management's portfolio in Q2 2026, its #11 holding.
Evergreen Wealth Management first reported a position in Elevance Health in Q2 2023 and has held it in 13 quarters since.
637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.