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Ironwood Investment Counsel’s Elevance Health ELV Stock Holding History

Ironwood Investment Counsel’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 		$4.79M Buy
12,386
+595
+5% +$221K 0.63% 50
2026
Q1 		$3.45M Buy
11,791
+2,023
+21% +$665K 0.5% 60
2025
Q4 		$3.42M Buy
9,768
+1,877
+24% +$634K 0.48% 61
2025
Q3 		$2.55M Buy
+7,891
New +$2.45M 0.37% 71
2018
Q1 		– Sell
-10,706
Closed -$2.41M – 139
2017
Q4 		$2.41M Sell
10,706
-2,100
-16% -$447K 0.89% 36
2017
Q3 		$2.43M Sell
12,806
-620
-5% -$118K 0.98% 33
2017
Q2 		$2.53M Buy
13,426
+620
+5% +$111K 0.95% 34
2017
Q1 		$2.12M Buy
12,806
+828
+7% +$132K 0.89% 37
2016
Q4 		$1.72M Buy
11,978
+1,170
+11% +$157K 0.77% 41
2016
Q3 		$1.35M Buy
10,808
+2,249
+26% +$290K 0.63% 47
2016
Q2 		$1.12M Sell
8,559
-569
-6% -$77.9K 0.66% 48
2016
Q1 		$1.27M Buy
9,128
+709
+8% +$94.7K 0.66% 47
2015
Q4 		$1.17M Sell
8,419
-340
-4% -$46.8K 0.67% 47
2015
Q3 		$1.23M Sell
8,759
-665
-7% -$99.9K 0.66% 44
2015
Q2 		$1.55M Sell
9,424
-923
-9% -$147K 0.79% 41
2015
Q1 		$1.6M Sell
10,347
-743
-7% -$106K 0.81% 38
2014
Q4 		$1.39M Sell
11,090
-215
-2% -$26.6K 0.7% 43
2014
Q3 		$1.35M Sell
11,305
-170
-1% -$19.5K 0.72% 45
2014
Q2 		$1.24M Sell
11,475
-5,713
-33% -$589K 0.64% 49
2014
Q1 		$1.71M Sell
17,188
-803
-4% -$72.6K 0.93% 38
2013
Q4 		$1.66M Sell
17,991
-1,247
-6% -$111K 0.94% 38
2013
Q3 		$1.61M Sell
19,238
-905
-4% -$77.6K 1.06% 36
2013
Q2 		$1.65M Buy
+20,143
New +$1.51M 1.07% 37

Other funds holding ELV

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ironwood Investment Counsel's ELV Position: Q2 2026 in Review

Ironwood Investment Counsel increased its Elevance Health (ELV) stake by 5% in Q2 2026, buying an estimated $221K and bringing the position to 12,386 shares worth $4.79M. The position accounts for 0.63% of the portfolio, ranked #50.

Ironwood Investment Counsel first reported a position in ELV in Q2 2013 and has held it in 23 quarters since. 856 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Ironwood Investment Counsel held 12,386 shares of Elevance Health worth $4.79M as of Q2 2026.
  • Ironwood Investment Counsel bought 595 Elevance Health shares in Q2 2026, an estimated $221K.
  • Elevance Health made up 0.63% of Ironwood Investment Counsel's portfolio in Q2 2026, its #50 holding.
  • Ironwood Investment Counsel first reported a position in Elevance Health in Q2 2013 and has held it in 23 quarters since.
  • 856 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.