High Ground Investment Management’s Elevance Health ELV Stock Holding History

High Ground Investment Management’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	$263M	Buy	679,904 +335,760	+98%	+$125M	23.09%	1
2026 Q1	$101M	Buy	344,144 +18,063	+6%	+$5.94M	18.7%	3
2025 Q4	$114M	Buy	326,081 +36,849	+13%	+$12.5M	16.64%	4
2025 Q3	$93.5M	Buy	289,232 +46,390	+19%	+$14.4M	15.53%	3
2025 Q2	$94.5M	Buy	242,842 +20,812	+9%	+$8.37M	19.8%	3
2025 Q1	$96.6M	Buy	222,030 +13,020	+6%	+$5.23M	22.55%	3
2024 Q4	$77.1M	Buy	209,010 +140,640	+206%	+$58.9M	23.92%	3
2024 Q3	$35.6M	Hold	68,370	–	–	16.38%	3
2024 Q2	$37M	Buy	68,370 +5,000	+8%	+$2.64M	14.44%	2
2024 Q1	$32.9M	Hold	63,370	–	–	15.77%	3
2023 Q4	$29.9M	Buy	63,370 +500	+0.8%	+$231K	14.73%	2
2023 Q3	$27.4M	Buy	62,870 +2,000	+3%	+$907K	18.24%	2
2023 Q2	$27M	Buy	60,870 +2,595	+4%	+$1.2M	21.32%	2
2023 Q1	$26.8M	Buy	58,275 +3,000	+5%	+$1.43M	26.09%	2
2022 Q4	$28.4M	Buy	+55,275	New	+$28.1M	26.77%	2

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

High Ground Investment Management's ELV Position: Q2 2026 in Review

High Ground Investment Management increased its Elevance Health (ELV) stake by 98% in Q2 2026, buying an estimated $125M and bringing the position to 679,904 shares worth $263M. The position accounts for 23.09% of the portfolio, ranked #1.

High Ground Investment Management first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. 368 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

High Ground Investment Management held 679,904 shares of Elevance Health worth $263M as of Q2 2026.
High Ground Investment Management bought 335,760 Elevance Health shares in Q2 2026, an estimated $125M.
Elevance Health made up 23.09% of High Ground Investment Management's portfolio in Q2 2026, its #1 holding.
High Ground Investment Management first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
368 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on High Ground Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.