First Affirmative Financial Network’s Elevance Health ELV Stock Holding History

First Affirmative Financial Network’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 Q3	$235K	Buy	+604	New	+$241K	0.05%	343
2025 Q2	–	Sell	-479	Closed	-$208K	–	286
2025 Q1	$208K	Sell	479 -215	-31%	-$86.3K	0.13%	227
2024 Q4	$256K	Sell	694 -118	-15%	-$49.4K	0.15%	190
2024 Q3	$422K	Sell	812 -68	-8%	-$36.3K	0.23%	121
2024 Q2	$477K	Sell	880 -47	-5%	-$24.8K	0.33%	85
2024 Q1	$480K	Buy	927 +28	+3%	+$13.9K	0.35%	81
2023 Q4	$424K	Buy	899 +76	+9%	+$35.1K	0.34%	86
2023 Q3	$358K	Sell	823 -32	-4%	-$14.5K	0.35%	89
2023 Q2	$380K	Sell	855 -157	-16%	-$72.4K	0.38%	84
2023 Q1	$466K	Sell	1,012 -3	-0.3%	-$1.43K	0.54%	47
2022 Q4	$521K	Buy	1,015 +71	+8%	+$36K	0.63%	34
2022 Q3	$429K	Buy	944 +215	+29%	+$103K	0.55%	42
2022 Q2	$352K	Sell	729 -61	-8%	-$30.2K	0.4%	69
2022 Q1	$388K	Sell	790 -17	-2%	-$7.77K	0.37%	76
2021 Q4	$374K	Buy	807 +7	+0.9%	+$2.94K	0.34%	80
2021 Q3	$298K	Buy	+800	New	+$304K	0.31%	91

Other funds holding ELV

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

First Affirmative Financial Network's ELV Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Elevance Health (ELV) in Q3 2026: 604 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #343 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in ELV as recently as Q1 2025.

First Affirmative Financial Network first reported a position in ELV in Q3 2021 and has held it in 16 quarters since. The position peaked at $521K in Q4 2022. 411 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

First Affirmative Financial Network held 604 shares of Elevance Health worth $235K as of Q3 2026.
Elevance Health was a new First Affirmative Financial Network position in Q3 2026.
Elevance Health made up 0.05% of First Affirmative Financial Network's portfolio in Q3 2026, its #343 holding.
First Affirmative Financial Network first reported a position in Elevance Health in Q3 2021 and has held it in 16 quarters since.
First Affirmative Financial Network's Elevance Health position peaked at $521K in Q4 2022.
411 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.