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Horizon Financial Services’s Elevance Health ELV Stock Holding History

Horizon Financial Services’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 		$3.48K Buy
+9
New +$3.34K ﹤0.01% 437
2025
Q1 		– Sell
-5
Closed -$1.84K – 308
2024
Q4 		$1.84K Hold
5
– – ﹤0.01% 177
2024
Q3 		$2.6K Hold
5
– – ﹤0.01% 166
2024
Q2 		$2.71K Hold
5
– – ﹤0.01% 160
2024
Q1 		$2.59K Buy
+5
New +$2.49K ﹤0.01% 170

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Horizon Financial Services's ELV Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Elevance Health (ELV) in Q2 2026: 9 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in ELV as recently as Q4 2024.

Horizon Financial Services first reported a position in ELV in Q1 2024 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Horizon Financial Services held 9 shares of Elevance Health worth $3.48K as of Q2 2026.
  • Elevance Health was a new Horizon Financial Services position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #437 holding.
  • Horizon Financial Services first reported a position in Elevance Health in Q1 2024 and has held it in 5 quarters since.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.