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HUB Investment Partners’s Elevance Health ELV Stock Holding History

HUB Investment 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 		$387K Hold
1,000
– – 0.01% 855
2026
Q1 		$293K Hold
1,000
– – 0.01% 823
2025
Q4 		$351K Buy
+1,000
New +$338K 0.01% 607

Other funds holding ELV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HUB Investment Partners's ELV Position: Q2 2026 in Review

HUB Investment Partners increased its Elevance Health (ELV) stake by 26% in Q2 2026, buying an estimated $209K and bringing the position to 2,717 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #440.

HUB Investment Partners first reported a position in ELV in Q1 2025 and has held it in 5 quarters since. 789 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • HUB Investment Partners held 2,717 shares of Elevance Health worth $1.05M as of Q2 2026.
  • HUB Investment Partners bought 563 Elevance Health shares in Q2 2026, an estimated $209K.
  • Elevance Health made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #440 holding.
  • HUB Investment Partners first reported a position in Elevance Health in Q1 2025 and has held it in 5 quarters since.
  • 789 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.