JPWM
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Jamison Private Wealth Management’s Elevance Health ELV Stock Holding History

Jamison Private Wealth 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 		$427K Buy
+1,105
New +$410K 0.04% 181
2024
Q4 		– Sell
-10
Closed -$5.42K – 283
2024
Q3 		$5.42K Hold
10
– – ﹤0.01% 375
2024
Q2 		$5.63K Hold
10
– – ﹤0.01% 345
2024
Q1 		$5.37K Hold
10
– – ﹤0.01% 355
2023
Q4 		$4.87K Hold
10
– – ﹤0.01% 342
2023
Q3 		$4.48K Buy
+10
New +$4.54K ﹤0.01% 330

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

Jamison Private Wealth Management's ELV Position: Q2 2026 in Review

Jamison Private Wealth Management opened a new position in Elevance Health (ELV) in Q2 2026: 1,105 shares worth $427K. The stake represents 0.04% of the portfolio and ranks #181 among its holdings. This is a return to the name: Jamison Private Wealth Management previously reported a position in ELV as recently as Q3 2024.

Jamison Private Wealth Management first reported a position in ELV in Q3 2023 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Jamison Private Wealth Management held 1,105 shares of Elevance Health worth $427K as of Q2 2026.
  • Elevance Health was a new Jamison Private Wealth Management position in Q2 2026.
  • Elevance Health made up 0.04% of Jamison Private Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Jamison Private Wealth Management first reported a position in Elevance Health in Q3 2023 and has held it in 6 quarters since.
  • 368 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.