Keudell/Morrison Wealth Management’s Elevance Health ELV Stock Holding History

Keudell/Morrison 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	$1.95M	Hold	5,039	–	–	0.37%	46
2026 Q1	$1.48M	Buy	5,039 +6	+0.1%	+$1.97K	0.3%	54
2025 Q4	$1.76M	Buy	+5,033	New	+$1.7M	0.37%	47
2025 Q2	$1.95M	Sell	5,013 -82	-2%	-$33K	0.43%	47
2025 Q1	$2.22M	Sell	5,095 -16	-0.3%	-$6.42K	0.52%	36
2024 Q4	$1.89M	Sell	5,111 -184	-3%	-$77K	0.49%	44
2024 Q3	$2.75M	Buy	5,295 +14	+0.3%	+$7.48K	0.75%	27
2024 Q2	$2.86M	Hold	5,281	–	–	0.84%	25
2024 Q1	$2.74M	Buy	5,281 +1	+0%	+$497	0.83%	24
2023 Q4	$2.49M	Buy	5,280 +6	+0.1%	+$2.77K	0.82%	24
2023 Q3	$2.3M	Buy	5,274 +8	+0.2%	+$3.63K	0.7%	26
2023 Q2	$2.34M	Buy	5,266 +9	+0.2%	+$4.15K	0.67%	25
2023 Q1	$2.42M	Sell	5,257 -12	-0.2%	-$5.71K	0.71%	23
2022 Q4	$2.7M	Sell	5,269 -5	-0.1%	-$2.54K	0.87%	20
2022 Q3	$2.4M	Buy	5,274 +1,007	+24%	+$482K	0.9%	18
2022 Q2	$2.06M	Buy	4,267 +78	+2%	+$38.6K	0.75%	26
2022 Q1	$2.06M	Sell	4,189 -300	-7%	-$137K	0.86%	24
2021 Q4	$2.08M	Sell	4,489 -4	-0.1%	-$1.68K	0.82%	25
2021 Q3	$1.68M	Hold	4,493	–	–	0.72%	31
2021 Q2	$1.72M	Hold	4,493	–	–	0.94%	28
2021 Q1	$1.61M	Buy	4,493 +355	+9%	+$114K	0.94%	30
2020 Q4	$1.33M	Hold	4,138	–	–	0.84%	33
2020 Q3	$1.11M	Sell	4,138 -22	-0.5%	-$5.92K	0.71%	38
2020 Q2	$1.09M	Hold	4,160	–	–	0.9%	32
2020 Q1	$944K	Buy	4,160 +160	+4%	+$43.6K	0.92%	32
2019 Q4	$1.21M	Hold	4,000	–	–	0.84%	36
2019 Q3	$960K	Hold	4,000	–	–	0.79%	46
2019 Q2	$1.15M	Sell	4,000 -279	-7%	-$76.2K	1%	32
2019 Q1	$1.23M	Buy	+4,279	New	+$1.24M	1.08%	29

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Keudell/Morrison Wealth Management's ELV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Elevance Health (ELV) position steady in Q2 2026 at 5,039 shares worth $1.95M. The position accounts for 0.37% of the portfolio, ranked #46.

Keudell/Morrison Wealth Management first reported a position in ELV in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.86M in Q2 2024. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Keudell/Morrison Wealth Management held 5,039 shares of Elevance Health worth $1.95M as of Q2 2026.
Keudell/Morrison Wealth Management left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.37% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #46 holding.
Keudell/Morrison Wealth Management first reported a position in Elevance Health in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's Elevance Health position peaked at $2.86M in Q2 2024.
222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.