HHM Wealth Advisors’s Elevance Health ELV Stock Holding History

HHM 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	$12K	Sell	31 -37	-54%	-$13.7K	﹤0.01%	607
2026 Q1	$19.9K	Buy	68 +37	+119%	+$12.2K	﹤0.01%	516
2025 Q4	$10.9K	Hold	31	–	–	﹤0.01%	603
2025 Q3	$10K	Hold	31	–	–	﹤0.01%	637
2025 Q2	$12.1K	Hold	31	–	–	﹤0.01%	583
2025 Q1	$13.5K	Hold	31	–	–	﹤0.01%	558
2024 Q4	$11.4K	Hold	31	–	–	﹤0.01%	570
2024 Q3	$16.1K	Sell	31 -2	-6%	-$1.07K	﹤0.01%	500
2024 Q2	$17.9K	Buy	33 +2	+6%	+$1.06K	﹤0.01%	470
2024 Q1	$16.1K	Sell	31 -15	-33%	-$7.46K	﹤0.01%	451
2023 Q4	$21.7K	Hold	46	–	–	﹤0.01%	399
2023 Q3	$20K	Hold	46	–	–	﹤0.01%	401
2023 Q2	$20.4K	Hold	46	–	–	﹤0.01%	417
2023 Q1	$21.2K	Buy	+46	New	+$21.9K	﹤0.01%	411
2022 Q3	–	Sell	-20	Closed	-$10K	–	683
2022 Q2	$10K	Hold	20	–	–	﹤0.01%	532
2022 Q1	$10K	Hold	20	–	–	﹤0.01%	534
2021 Q4	$9K	Hold	20	–	–	﹤0.01%	520
2021 Q3	$7K	Hold	20	–	–	﹤0.01%	520
2021 Q2	$8K	Hold	20	–	–	﹤0.01%	488
2021 Q1	$7K	Hold	20	–	–	﹤0.01%	472
2020 Q4	$6K	Hold	20	–	–	﹤0.01%	449
2020 Q3	$5K	Hold	20	–	–	﹤0.01%	428
2020 Q2	$5K	Hold	20	–	–	﹤0.01%	408
2020 Q1	$5K	Buy	+20	New	+$5.45K	﹤0.01%	387

Other funds holding ELV

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Elevance Health (ELV) stake by 54% in Q2 2026, selling an estimated $13.7K and leaving 31 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

HHM Wealth Advisors first reported a position in ELV in Q1 2020 and has held it in 24 quarters since. The position peaked at $21.7K in Q4 2023. 466 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

HHM Wealth Advisors held 31 shares of Elevance Health worth $12K as of Q2 2026.
HHM Wealth Advisors sold 37 Elevance Health shares in Q2 2026, an estimated $13.7K.
Elevance Health made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #607 holding.
HHM Wealth Advisors first reported a position in Elevance Health in Q1 2020 and has held it in 24 quarters since.
HHM Wealth Advisors's Elevance Health position peaked at $21.7K in Q4 2023.
466 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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