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Lawson Kroeker Investment Management’s Elevance Health ELV Stock Holding History

Lawson Kroeker Investment 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 		$9.36M Sell
24,199
-12,980
-35% -$4.81M 2.6% 15
2026
Q1 		$10.9M Buy
37,179
+16,967
+84% +$5.58M 3.17% 10
2025
Q4 		$7.09M Sell
20,212
-23,046
-53% -$7.79M 2.11% 18
2025
Q3 		$14M Buy
43,258
+8,652
+25% +$2.69M 2.55% 10
2025
Q2 		$13.5M Buy
34,606
+800
+2% +$322K 2.5% 11
2025
Q1 		$14.7M Buy
33,806
+1,718
+5% +$690K 2.71% 11
2024
Q4 		$11.8M Buy
32,088
+4,372
+16% +$1.83M 2.23% 13
2024
Q3 		$14.4M Buy
27,716
+433
+2% +$231K 2.63% 12
2024
Q2 		$14.8M Sell
27,283
-14
-0.1% -$7.4K 2.85% 10
2024
Q1 		$14.2M Buy
27,297
+13
+0% +$6.46K 2.68% 12
2023
Q4 		$12.9M Sell
27,284
-181
-0.7% -$83.7K 2.64% 13
2023
Q3 		$12M Buy
27,465
+69
+0.3% +$31.3K 2.64% 12
2023
Q2 		$12.2M Buy
27,396
+20,516
+298% +$9.46M 2.92% 8
2023
Q1 		$3.16M Buy
+6,880
New +$3.27M 0.71% 44
2013
Q3 		– Sell
-3,650
Closed -$299K – 78
2013
Q2 		$299K Buy
+3,650
New +$273K 0.1% 74

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Lawson Kroeker Investment Management's ELV Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Elevance Health (ELV) stake by 35% in Q2 2026, selling an estimated $4.81M and leaving 24,199 shares worth $9.36M. The position accounts for 2.6% of the portfolio, ranked #15.

Lawson Kroeker Investment Management first reported a position in ELV in Q2 2013 and has held it in 15 quarters since. The position peaked at $14.8M in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Lawson Kroeker Investment Management held 24,199 shares of Elevance Health worth $9.36M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 12,980 Elevance Health shares in Q2 2026, an estimated $4.81M.
  • Elevance Health made up 2.6% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #15 holding.
  • Lawson Kroeker Investment Management first reported a position in Elevance Health in Q2 2013 and has held it in 15 quarters since.
  • Lawson Kroeker Investment Management's Elevance Health position peaked at $14.8M in Q2 2024.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.