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Interchange Capital Partners’s Elevance Health ELV Stock Holding History

Interchange Capital 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 		$242K Buy
+627
New +$233K 0.05% 357
2021
Q1 		– Sell
-247
Closed -$79K – 475
2020
Q4 		$79K Buy
+247
New +$75.8K 0.04% 334

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

Interchange Capital Partners's ELV Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in Elevance Health (ELV) in Q2 2026: 627 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #357 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in ELV as recently as Q4 2020.

Interchange Capital Partners first reported a position in ELV in Q4 2020 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Interchange Capital Partners held 627 shares of Elevance Health worth $242K as of Q2 2026.
  • Elevance Health was a new Interchange Capital Partners position in Q2 2026.
  • Elevance Health made up 0.05% of Interchange Capital Partners's portfolio in Q2 2026, its #357 holding.
  • Interchange Capital Partners first reported a position in Elevance Health in Q4 2020 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.