HWP
ELV icon

Highline Wealth Partners’s Elevance Health ELV Stock Holding History

Highline Wealth Partners’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 		$22.9K Buy
59
+13
+28% +$4.82K ﹤0.01% 369
2026
Q1 		$13.5K Buy
46
+20
+77% +$6.57K ﹤0.01% 382
2025
Q4 		$9.15K Sell
26
-5
-16% -$1.69K ﹤0.01% 420
2025
Q3 		$10K Buy
31
+20
+182% +$6.22K ﹤0.01% 413
2025
Q2 		$4.3K Sell
11
-13
-54% -$5.23K ﹤0.01% 479
2025
Q1 		$10.5K Buy
24
+14
+140% +$5.62K ﹤0.01% 303
2024
Q4 		$3.7K Buy
10
+5
+100% +$2.09K ﹤0.01% 384
2024
Q3 		$2.61K Buy
5
+1
+25% +$534 ﹤0.01% 430
2024
Q2 		$2.17K Hold
4
– – ﹤0.01% 384
2024
Q1 		$2.07K Hold
4
– – ﹤0.01% 327
2023
Q4 		$1.89K Sell
4
-22
-85% -$10.2K ﹤0.01% 304
2023
Q3 		$11.3K Buy
26
+22
+550% +$9.98K 0.01% 177
2023
Q2 		$1.78K Sell
4
-1
-20% -$461 ﹤0.01% 236
2023
Q1 		$2.3K Buy
5
+1
+25% +$476 ﹤0.01% 221
2022
Q4 		$2.05K Hold
4
– – ﹤0.01% 219
2022
Q3 		$1.82K Buy
+4
New +$1.91K ﹤0.01% 217

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Highline Wealth Partners's ELV Position: Q2 2026 in Review

Highline Wealth Partners increased its Elevance Health (ELV) stake by 28% in Q2 2026, buying an estimated $4.82K and bringing the position to 59 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Highline Wealth Partners first reported a position in ELV in Q3 2022 and has held it in 16 quarters since. 300 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Highline Wealth Partners held 59 shares of Elevance Health worth $22.9K as of Q2 2026.
  • Highline Wealth Partners bought 13 Elevance Health shares in Q2 2026, an estimated $4.82K.
  • Elevance Health made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Highline Wealth Partners first reported a position in Elevance Health in Q3 2022 and has held it in 16 quarters since.
  • 300 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.