Jamison Private Wealth Management
ELV icon

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
Q3 		$430K Buy
1,107
+2
+0.2% +$798 0.04% 182
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Jamison Private Wealth Management's ELV Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Elevance Health (ELV) stake by 0.18% in Q3 2026, buying an estimated $798 and bringing the position to 1,107 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #182.

Jamison Private Wealth Management first reported a position in ELV in Q3 2023 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Jamison Private Wealth Management held 1,107 shares of Elevance Health worth $430K as of Q3 2026.
  • Jamison Private Wealth Management bought 2 Elevance Health shares in Q3 2026, an estimated $798.
  • Elevance Health made up 0.04% of Jamison Private Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Jamison Private Wealth Management first reported a position in Elevance Health in Q3 2023 and has held it in 7 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.