Jackson Grant Investment Advisers’s Elevance Health ELV Stock Holding History

Jackson Grant Investment Advisers’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	$18.9K	Hold	49	–	–	0.01%	264
2026 Q1	$14.3K	Hold	49	–	–	﹤0.01%	276
2025 Q4	$17.2K	Sell	49 -4	-8%	-$1.35K	0.01%	263
2025 Q3	$17.1K	Sell	53 -56	-51%	-$17.4K	0.01%	265
2025 Q2	$42.4K	Hold	109	–	–	0.02%	190
2025 Q1	$47.4K	Hold	109	–	–	0.02%	180
2024 Q4	$40.2K	Hold	109	–	–	0.02%	189
2024 Q3	$56.7K	Hold	109	–	–	0.02%	173
2024 Q2	$59.1K	Hold	109	–	–	0.02%	170
2024 Q1	$56.5K	Hold	109	–	–	0.02%	170
2023 Q4	$51.4K	Hold	109	–	–	0.02%	169
2023 Q3	$47.5K	Hold	109	–	–	0.02%	170
2023 Q2	$48.4K	Hold	109	–	–	0.02%	173
2023 Q1	$50.1K	Buy	109 +4	+4%	+$1.9K	0.02%	185
2022 Q4	$53.9K	Hold	105	–	–	0.03%	172
2022 Q3	$48K	Hold	105	–	–	0.03%	173
2022 Q2	$51K	Hold	105	–	–	0.03%	178
2022 Q1	$52K	Hold	105	–	–	0.02%	195
2021 Q4	$49K	Hold	105	–	–	0.03%	170
2021 Q3	$39K	Hold	105	–	–	0.02%	226
2021 Q2	$40K	Buy	105 +10	+11%	+$3.82K	0.02%	226
2021 Q1	$34K	Buy	+95	New	+$30.6K	0.02%	236
2019 Q4	–	Sell	-83	Closed	-$20K	–	221
2019 Q3	$20K	Hold	83	–	–	0.01%	189
2019 Q2	$23K	Hold	83	–	–	0.01%	184
2019 Q1	$24K	Sell	83 -8	-9%	-$2.31K	0.01%	177
2018 Q4	$24K	Sell	91 -17	-16%	-$4.67K	0.02%	175
2018 Q3	$30K	Buy	+108	New	+$28K	0.02%	169
2018 Q2	–	Sell	-108	Closed	-$24K	–	217
2018 Q1	$24K	Hold	108	–	–	0.02%	178
2017 Q4	$24K	Sell	108 -107	-50%	-$22.8K	0.02%	179
2017 Q3	$41K	Hold	215	–	–	0.03%	154
2017 Q2	$40K	Buy	215 +1	+0.5%	+$180	0.03%	140
2017 Q1	$35K	Buy	214 +1	+0.5%	+$159	0.03%	137
2016 Q4	$31K	Buy	213 +1	+0.5%	+$134	0.03%	140
2016 Q3	$27K	Buy	212 +1	+0.5%	+$129	0.02%	138
2016 Q2	$28K	Buy	211 +1	+0.5%	+$137	0.02%	132
2016 Q1	$29K	Buy	210 +1	+0.5%	+$134	0.03%	126
2015 Q4	$29K	Buy	+209	New	+$28.8K	0.03%	127

Other funds holding ELV

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Jackson Grant Investment Advisers's ELV Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Elevance Health (ELV) position steady in Q2 2026 at 49 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #264.

Jackson Grant Investment Advisers first reported a position in ELV in Q4 2015 and has held it in 37 quarters since. The position peaked at $59.1K in Q2 2024. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Jackson Grant Investment Advisers held 49 shares of Elevance Health worth $18.9K as of Q2 2026.
Jackson Grant Investment Advisers left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #264 holding.
Jackson Grant Investment Advisers first reported a position in Elevance Health in Q4 2015 and has held it in 37 quarters since.
Jackson Grant Investment Advisers's Elevance Health position peaked at $59.1K in Q2 2024.
637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.