HWM
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Hohimer Wealth Management’s Elevance Health ELV Stock Holding History

Hohimer Wealth 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 		$4.15M Buy
10,727
+267
+3% +$99K 0.41% 69
2026
Q1 		$3.06M Sell
10,460
-3,819
-27% -$1.26M 0.36% 94
2025
Q4 		$5.01M Sell
14,279
-40
-0.3% -$13.5K 0.67% 43
2025
Q3 		$4.63M Buy
+14,319
New +$4.45M 0.65% 43
2024
Q4 		– Sell
-6,358
Closed -$3.31M – 249
2024
Q3 		$3.31M Sell
6,358
-3
-0% -$1.6K 0.71% 61
2024
Q2 		$3.45M Buy
6,361
+4,309
+210% +$2.28M 0.8% 45
2024
Q1 		$1.06M Buy
2,052
+39
+2% +$19.4K 0.25% 112
2023
Q4 		$949K Buy
2,013
+19
+1% +$8.79K 0.24% 119
2023
Q3 		$868K Buy
1,994
+39
+2% +$17.7K 0.25% 113
2023
Q2 		$869K Sell
1,955
-54
-3% -$24.9K 0.24% 112
2023
Q1 		$924K Sell
2,009
-2
-0.1% -$952 0.27% 97
2022
Q4 		$1.03M Sell
2,011
-132
-6% -$67K 0.33% 65
2022
Q3 		$973K Sell
2,143
-2
-0.1% -$957 0.31% 90
2022
Q2 		$1.03M Sell
2,145
-2,482
-54% -$1.23M 0.31% 88
2022
Q1 		$2.27M Hold
4,627
– – 0.45% 78
2021
Q4 		$2.15M Buy
4,627
+60
+1% +$25.2K 0.45% 77
2021
Q3 		$1.7M Sell
4,567
-13
-0.3% -$4.94K 0.36% 92
2021
Q2 		$1.75M Buy
4,580
+172
+4% +$65.7K 0.36% 93
2021
Q1 		$1.58M Buy
4,408
+119
+3% +$38.3K 0.39% 83
2020
Q4 		$1.38M Buy
4,289
+23
+0.5% +$7.06K 0.36% 90
2020
Q3 		$1.25M Sell
4,266
-3,141
-42% -$845K 0.36% 95
2020
Q2 		$1.95M Buy
7,407
+203
+3% +$54.2K 0.67% 44
2020
Q1 		$1.95M Sell
7,204
-1,342
-16% -$366K 0.82% 42
2019
Q4 		$2.58M Buy
+8,546
New +$2.35M 0.9% 16

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hohimer Wealth Management's ELV Position: Q2 2026 in Review

Hohimer Wealth Management increased its Elevance Health (ELV) stake by 2.6% in Q2 2026, buying an estimated $99K and bringing the position to 10,727 shares worth $4.15M. The position accounts for 0.41% of the portfolio, ranked #69.

Hohimer Wealth Management first reported a position in ELV in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.01M in Q4 2025. 1,602 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Hohimer Wealth Management held 10,727 shares of Elevance Health worth $4.15M as of Q2 2026.
  • Hohimer Wealth Management bought 267 Elevance Health shares in Q2 2026, an estimated $99K.
  • Elevance Health made up 0.41% of Hohimer Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Hohimer Wealth Management first reported a position in Elevance Health in Q4 2019 and has held it in 24 quarters since.
  • Hohimer Wealth Management's Elevance Health position peaked at $5.01M in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.