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Gratus Wealth Advisors’s Elevance Health ELV Stock Holding History

Gratus 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 		$519K Hold
1,343
– – 0.07% 89
2026
Q1 		$393K Sell
1,343
-83
-6% -$27.3K 0.06% 104
2025
Q4 		$500K Sell
1,426
-200
-12% -$67.6K 0.07% 89
2025
Q3 		$525K Sell
1,626
-70
-4% -$21.8K 0.07% 96
2025
Q2 		$660K Hold
1,696
– – 0.1% 76
2025
Q1 		$738K Sell
1,696
-47
-3% -$18.9K 0.12% 74
2024
Q4 		$643K Sell
1,743
-24
-1% -$10K 0.1% 79
2024
Q3 		$869K Sell
1,767
-154
-8% -$82.3K 0.14% 67
2024
Q2 		$961K Sell
1,921
-114
-6% -$60.3K 0.17% 57
2024
Q1 		$1.07M Hold
2,035
– – 0.2% 48
2023
Q4 		$960K Buy
+2,035
New +$941K 0.19% 55

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Gratus Wealth Advisors's ELV Position: Q2 2026 in Review

Gratus Wealth Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 1,343 shares worth $519K. The position accounts for 0.07% of the portfolio, ranked #89.

Gratus Wealth Advisors first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2024. 594 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Gratus Wealth Advisors held 1,343 shares of Elevance Health worth $519K as of Q2 2026.
  • Gratus Wealth Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.07% of Gratus Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Gratus Wealth Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Elevance Health position peaked at $1.07M in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.