LA
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Latitude Advisors’s Elevance Health ELV Stock Holding History

Latitude Advisors’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 		$296K Hold
765
– – 0.12% 189
2026
Q1 		$224K Sell
765
-79
-9% -$26K 0.1% 201
2025
Q4 		$296K Sell
844
-29
-3% -$9.8K 0.13% 166
2025
Q3 		$282K Sell
873
-18
-2% -$5.6K 0.13% 159
2025
Q2 		$346K Sell
891
-4
-0.4% -$1.61K 0.17% 129
2025
Q1 		$389K Sell
895
-41
-4% -$16.5K 0.23% 105
2024
Q4 		$345K Sell
936
-31
-3% -$13K 0.19% 115
2024
Q3 		$503K Buy
967
+16
+2% +$8.55K 0.28% 89
2024
Q2 		$515K Sell
951
-6
-0.6% -$3.17K 0.31% 72
2024
Q1 		$496K Buy
957
+32
+3% +$15.9K 0.31% 73
2023
Q4 		$436K Buy
925
+8
+0.9% +$3.7K 0.31% 83
2023
Q3 		$399K Sell
917
-5
-0.5% -$2.27K 0.29% 84
2023
Q2 		$410K Buy
922
+28
+3% +$12.9K 0.28% 86
2023
Q1 		$411K Buy
894
+94
+12% +$44.7K 0.3% 93
2022
Q4 		$410K Buy
800
+9
+1% +$4.57K 0.31% 82
2022
Q3 		$359K Hold
791
– – 0.3% 83
2022
Q2 		$382K Sell
791
-1,582
-67% -$783K 0.35% 83
2022
Q1 		$1.17M Buy
2,373
+747
+46% +$341K 0.26% 85
2021
Q4 		$754K Hold
1,626
– – 0.21% 104
2021
Q3 		$606K Buy
1,626
+813
+100% +$309K 0.19% 109
2021
Q2 		$310K Sell
813
-19
-2% -$7.26K 0.23% 106
2021
Q1 		$299K Sell
832
-42
-5% -$13.5K 0.25% 106
2020
Q4 		$281K Buy
+874
New +$268K 0.25% 102

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Latitude Advisors's ELV Position: Q2 2026 in Review

Latitude Advisors held its Elevance Health (ELV) position steady in Q2 2026 at 765 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #189.

Latitude Advisors first reported a position in ELV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q1 2022. 615 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Latitude Advisors held 765 shares of Elevance Health worth $296K as of Q2 2026.
  • Latitude Advisors left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.12% of Latitude Advisors's portfolio in Q2 2026, its #189 holding.
  • Latitude Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Elevance Health position peaked at $1.17M in Q1 2022.
  • 615 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.