HAG
ELV icon

HF Advisory Group’s Elevance Health ELV Stock Holding History

HF Advisory Group’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 		$2.62M Sell
6,781
-306
-4% -$113K 0.81% 49
2026
Q1 		$2.07M Buy
7,087
+320
+5% +$105K 0.71% 49
2025
Q4 		$2.37M Sell
6,767
-1,283
-16% -$434K 0.83% 43
2025
Q3 		$2.6M Buy
8,050
+2,666
+50% +$829K 0.96% 37
2025
Q2 		$2.09M Sell
5,384
-441
-8% -$177K 0.83% 43
2025
Q1 		$2.53M Buy
5,825
+755
+15% +$303K 1.11% 26
2024
Q4 		$1.87M Buy
5,070
+1,339
+36% +$560K 0.86% 40
2024
Q3 		$1.94M Buy
3,731
+415
+13% +$222K 0.9% 38
2024
Q2 		$1.8M Buy
3,316
+333
+11% +$176K 0.93% 36
2024
Q1 		$1.55M Buy
2,983
+21
+0.7% +$10.4K 0.87% 42
2023
Q4 		$1.4M Buy
2,962
+665
+29% +$308K 0.89% 37
2023
Q3 		$1.02M Buy
2,297
+440
+24% +$200K 0.76% 50
2023
Q2 		$825K Buy
1,857
+21
+1% +$9.69K 0.65% 59
2023
Q1 		$844K Buy
1,836
+225
+14% +$107K 0.75% 48
2022
Q4 		$826K Buy
+1,611
New +$818K 0.84% 39

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

HF Advisory Group's ELV Position: Q2 2026 in Review

HF Advisory Group reduced its Elevance Health (ELV) stake by 4.3% in Q2 2026, selling an estimated $113K and leaving 6,781 shares worth $2.62M. The position accounts for 0.81% of the portfolio, ranked #49.

HF Advisory Group first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • HF Advisory Group held 6,781 shares of Elevance Health worth $2.62M as of Q2 2026.
  • HF Advisory Group sold 306 Elevance Health shares in Q2 2026, an estimated $113K.
  • Elevance Health made up 0.81% of HF Advisory Group's portfolio in Q2 2026, its #49 holding.
  • HF Advisory Group first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.