Fifth Third Wealth Advisors’s Elevance Health ELV Stock Holding History

Fifth Third Wealth 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	$1.48M	Sell	3,818 -48	-1%	-$17.8K	0.04%	244
2026 Q1	$1.13M	Buy	3,866 +320	+9%	+$105K	0.04%	252
2025 Q4	$1.24M	Buy	3,546 +38	+1%	+$12.8K	0.04%	227
2025 Q3	$1.13M	Sell	3,508 -417	-11%	-$130K	0.04%	221
2025 Q2	$1.53M	Buy	3,925 +27	+0.7%	+$10.9K	0.06%	191
2025 Q1	$1.7M	Buy	3,898 +1,545	+66%	+$620K	0.09%	159
2024 Q4	$868K	Buy	2,353 +147	+7%	+$61.5K	0.05%	224
2024 Q3	$1.15M	Buy	2,206 +39	+2%	+$20.8K	0.07%	177
2024 Q2	$1.17M	Buy	+2,167	New	+$1.15M	0.09%	147
2023 Q3	–	Sell	-526	Closed	-$234K	–	157
2023 Q2	$234K	Buy	+526	New	+$243K	0.15%	129

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) London, United Kingdom $44.7B AUM 17.24% 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

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Fifth Third Wealth Advisors's ELV Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Elevance Health (ELV) stake by 1.2% in Q2 2026, selling an estimated $17.8K and leaving 3,818 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #244.

Fifth Third Wealth Advisors first reported a position in ELV in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2025. 254 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Fifth Third Wealth Advisors held 3,818 shares of Elevance Health worth $1.48M as of Q2 2026.
Fifth Third Wealth Advisors sold 48 Elevance Health shares in Q2 2026, an estimated $17.8K.
Elevance Health made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #244 holding.
Fifth Third Wealth Advisors first reported a position in Elevance Health in Q2 2023 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's Elevance Health position peaked at $1.7M in Q1 2025.
254 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.