Kuhn & Co Investment Counsel’s Elevance Health ELV Stock Holding History

Kuhn & Co Investment Counsel’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	$414K	Buy	1,071 +4	+0.4%	+$1.48K	0.24%	97
2026 Q1	$312K	Hold	1,067	–	–	0.2%	107
2025 Q4	$374K	Buy	1,067 +67	+7%	+$22.6K	0.25%	97
2025 Q3	$323K	Hold	1,000	–	–	0.26%	99
2025 Q2	$389K	Hold	1,000	–	–	0.29%	97
2025 Q1	$435K	Hold	1,000	–	–	0.37%	87
2024 Q4	$369K	Sell	1,000 -6	-0.6%	-$2.51K	0.31%	93
2024 Q3	$523K	Hold	1,006	–	–	0.45%	79
2024 Q2	$545K	Hold	1,006	–	–	0.49%	69
2024 Q1	$522K	Hold	1,006	–	–	0.49%	71
2023 Q4	$474K	Buy	+1,006	New	+$465K	0.49%	71

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

Kuhn & Co Investment Counsel's ELV Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Elevance Health (ELV) stake by 0.37% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,071 shares worth $414K. The position accounts for 0.24% of the portfolio, ranked #97.

Kuhn & Co Investment Counsel first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $545K in Q2 2024. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Kuhn & Co Investment Counsel held 1,071 shares of Elevance Health worth $414K as of Q2 2026.
Kuhn & Co Investment Counsel bought 4 Elevance Health shares in Q2 2026, an estimated $1.48K.
Elevance Health made up 0.24% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #97 holding.
Kuhn & Co Investment Counsel first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Elevance Health position peaked at $545K in Q2 2024.
637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.