EA
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Everpar Advisors’s Elevance Health ELV Stock Holding History

Everpar Advisors’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 		$258K Buy
+667
New +$247K 0.07% 248
2026
Q1 		– Sell
-881
Closed -$309K – 289
2025
Q4 		$309K Buy
881
+92
+12% +$31.1K 0.11% 194
2025
Q3 		$255K Buy
+789
New +$245K 0.1% 230
2025
Q2 		– Sell
-608
Closed -$264K – 271
2025
Q1 		$264K Buy
+608
New +$244K 0.14% 205

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Everpar Advisors's ELV Position: Q2 2026 in Review

Everpar Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 667 shares worth $258K. The stake represents 0.07% of the portfolio and ranks #248 among its holdings. This is a return to the name: Everpar Advisors previously reported a position in ELV as recently as Q4 2025.

Everpar Advisors first reported a position in ELV in Q1 2025 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Everpar Advisors held 667 shares of Elevance Health worth $258K as of Q2 2026.
  • Elevance Health was a new Everpar Advisors position in Q2 2026.
  • Elevance Health made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #248 holding.
  • Everpar Advisors first reported a position in Elevance Health in Q1 2025 and has held it in 4 quarters since.
  • Everpar Advisors's Elevance Health position peaked at $309K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.