IAIM
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International Assets Investment Management’s Elevance Health ELV Stock Holding History

International Assets Investment 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 		$324K Buy
300,065
+200,004
+200% +$74.2M 0.02% 655
2026
Q1 		$119K Buy
+100,061
New +$32.9M 0.01% 972
2025
Q3 		– Sell
-100,109
Closed -$144K – 845
2025
Q2 		$144K Buy
+100,109
New +$40.3M 0.01% 786
2024
Q4 		– Sell
-532,638
Closed -$201K – 1100
2024
Q3 		$201K Buy
532,638
+532,016
+85,533% +$284M 0.55% 39
2024
Q2 		$337K Buy
622
+15
+2% +$7.93K 0.03% 499
2024
Q1 		$313K Buy
607
+65
+12% +$32.3K 0.03% 518
2023
Q4 		$256K Sell
542
-14
-3% -$6.47K 0.03% 544
2023
Q3 		$247K Buy
556
+52
+10% +$23.6K 0.03% 433
2023
Q2 		$224K Buy
504
+35
+7% +$16.1K 0.03% 475
2023
Q1 		$216K Sell
469
-310
-40% -$148K 0.03% 461
2022
Q4 		$399K Buy
779
+305
+64% +$155K 0.04% 390
2022
Q3 		$215K Buy
474
+13
+3% +$6.22K 0.05% 356
2022
Q2 		$222 Buy
461
+27
+6% +$13.4K 0.02% 371
2022
Q1 		$213K Buy
+434
New +$198K 0.04% 414
2020
Q3 		– Sell
-25,146
Closed -$68K – 400
2020
Q2 		$68K Sell
25,146
-11
-0% -$2.94K 0.02% 367
2020
Q1 		$62K Buy
+25,157
New +$6.86M 0.02% 338

Other funds holding ELV

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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

International Assets Investment Management's ELV Position: Q2 2026 in Review

International Assets Investment Management increased its Elevance Health (ELV) stake by 200% in Q2 2026, buying an estimated $74.2M and bringing the position to 300,065 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #655.

International Assets Investment Management first reported a position in ELV in Q1 2020 and has held it in 16 quarters since. The position peaked at $399K in Q4 2022. 685 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • International Assets Investment Management held 300,065 shares of Elevance Health worth $324K as of Q2 2026.
  • International Assets Investment Management bought 200,004 Elevance Health shares in Q2 2026, an estimated $74.2M.
  • Elevance Health made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #655 holding.
  • International Assets Investment Management first reported a position in Elevance Health in Q1 2020 and has held it in 16 quarters since.
  • International Assets Investment Management's Elevance Health position peaked at $399K in Q4 2022.
  • 685 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.