KFG
ELV icon

Kelly Financial Group’s Elevance Health ELV Stock Holding History

Kelly Financial Group’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 		$402K Hold
1,040
– – 0.09% 63
2026
Q1 		$304K Hold
1,040
– – 0.08% 74
2025
Q4 		$365K Hold
1,040
– – 0.09% 61
2025
Q3 		$336K Hold
1,040
– – 0.09% 63
2025
Q2 		$405K Hold
1,040
– – 0.12% 53
2025
Q1 		$452K Buy
1,040
+5
+0.5% +$2.01K 0.14% 50
2024
Q4 		$382K Buy
+1,035
New +$433K 0.14% 47

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

Kelly Financial Group's ELV Position: Q2 2026 in Review

Kelly Financial Group held its Elevance Health (ELV) position steady in Q2 2026 at 1,040 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #63.

Kelly Financial Group first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q1 2025. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Kelly Financial Group held 1,040 shares of Elevance Health worth $402K as of Q2 2026.
  • Kelly Financial Group left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.09% of Kelly Financial Group's portfolio in Q2 2026, its #63 holding.
  • Kelly Financial Group first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's Elevance Health position peaked at $452K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.