FFO
ELV icon

Fortitude Family Office’s Elevance Health ELV Stock Holding History

Fortitude Family Office’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 		$41.8K Buy
108
+21
+24% +$7.79K 0.01% 323
2026
Q1 		$25.5K Buy
87
+8
+10% +$2.63K 0.01% 378
2025
Q4 		$27.7K Buy
79
+8
+11% +$2.7K 0.01% 337
2025
Q3 		$22.9K Sell
71
-238
-77% -$74K 0.01% 365
2025
Q2 		$120K Buy
309
+7
+2% +$2.82K 0.04% 154
2025
Q1 		$131K Hold
302
– – 0.05% 133
2024
Q4 		$111K Sell
302
-452
-60% -$189K 0.04% 166
2024
Q3 		$392K Buy
754
+6
+0.8% +$3.21K 0.16% 82
2024
Q2 		$405K Buy
748
+715
+2,167% +$378K 0.23% 54
2024
Q1 		$17.1K Buy
33
+1
+3% +$497 0.01% 304
2023
Q4 		$15.1K Buy
+32
New +$14.8K 0.01% 344

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

Fortitude Family Office's ELV Position: Q2 2026 in Review

Fortitude Family Office increased its Elevance Health (ELV) stake by 24% in Q2 2026, buying an estimated $7.79K and bringing the position to 108 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #323.

Fortitude Family Office first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $405K in Q2 2024. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Fortitude Family Office held 108 shares of Elevance Health worth $41.8K as of Q2 2026.
  • Fortitude Family Office bought 21 Elevance Health shares in Q2 2026, an estimated $7.79K.
  • Elevance Health made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #323 holding.
  • Fortitude Family Office first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Elevance Health position peaked at $405K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.