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Fortune Financial Advisors’s Elevance Health ELV Stock Holding History

Fortune Financial 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 		$216K Buy
+558
New +$207K 0.09% 157

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fortune Financial Advisors's ELV Position: Q2 2026 in Review

Fortune Financial Advisors opened a new position in Elevance Health (ELV) in Q2 2026: 558 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #157 among its holdings.

637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Fortune Financial Advisors held 558 shares of Elevance Health worth $216K as of Q2 2026.
  • Elevance Health was a new Fortune Financial Advisors position in Q2 2026.
  • Elevance Health made up 0.09% of Fortune Financial Advisors's portfolio in Q2 2026, its #157 holding.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.