InvesTrust
ELV icon

InvesTrust’s Elevance Health ELV Stock Holding History

InvesTrust’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
Q3 		$667K Hold
1,716
– – 0.27% 78
2026
Q2 		$664K Hold
1,716
– – 0.26% 79
2026
Q1 		$502K Hold
1,716
– – 0.21% 79
2025
Q4 		$602K Sell
1,716
-43
-2% -$14.5K 0.23% 79
2025
Q3 		$568K Hold
1,759
– – 0.21% 78
2025
Q2 		$684K Hold
1,759
– – 0.26% 73
2025
Q1 		$765K Hold
1,759
– – 0.21% 69
2024
Q4 		$649K Buy
+1,759
New +$736K 0.18% 71

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

InvesTrust's ELV Position: Q3 2026 in Review

InvesTrust held its Elevance Health (ELV) position steady in Q3 2026 at 1,716 shares worth $667K. The position accounts for 0.27% of the portfolio, ranked #78.

InvesTrust first reported a position in ELV in Q4 2024 and has held it in 8 quarters since. The position peaked at $765K in Q1 2025. 644 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • InvesTrust held 1,716 shares of Elevance Health worth $667K as of Q3 2026.
  • InvesTrust left its Elevance Health share count unchanged in Q3 2026.
  • Elevance Health made up 0.27% of InvesTrust's portfolio in Q3 2026, its #78 holding.
  • InvesTrust first reported a position in Elevance Health in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Elevance Health position peaked at $765K in Q1 2025.
  • 644 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.