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Howard Financial Services’s Elevance Health ELV Stock Holding History

Howard 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 		$246K Buy
+636
New +$236K 0.02% 217
2026
Q1 		– Sell
-617
Closed -$216K – 231
2025
Q4 		$216K Buy
+617
New +$209K 0.03% 191

Other funds holding ELV

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

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

Howard Financial Services opened a new position in Elevance Health (ELV) in Q2 2026: 636 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in ELV as recently as Q4 2025.

Howard Financial Services first reported a position in ELV in Q4 2025 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Howard Financial Services held 636 shares of Elevance Health worth $246K as of Q2 2026.
  • Elevance Health was a new Howard Financial Services position in Q2 2026.
  • Elevance Health made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #217 holding.
  • Howard Financial Services first reported a position in Elevance Health in Q4 2025 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.