LI
ELV icon

LRI Investments’s Elevance Health ELV Stock Holding History

LRI Investments’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 		$878K Buy
2,270
+355
+19% +$132K 0.07% 139
2026
Q1 		$561K Sell
1,915
-84
-4% -$27.6K 0.05% 170
2025
Q4 		$701K Buy
1,999
+313
+19% +$106K 0.06% 144
2025
Q3 		$545K Buy
1,686
+79
+5% +$24.6K 0.04% 174
2025
Q2 		$625K Sell
1,607
-62
-4% -$24.9K 0.05% 155
2025
Q1 		$726K Buy
1,669
+23
+1% +$9.23K 0.07% 130
2024
Q4 		$607K Sell
1,646
-15
-0.9% -$6.28K 0.06% 121
2024
Q3 		$676K Buy
1,661
+55
+3% +$29.4K 0.07% 121
2024
Q2 		$870K Hold
1,606
– – 0.1% 73
2024
Q1 		$833K Buy
+1,606
New +$799K 0.21% 55

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

LRI Investments's ELV Position: Q2 2026 in Review

LRI Investments increased its Elevance Health (ELV) stake by 19% in Q2 2026, buying an estimated $132K and bringing the position to 2,270 shares worth $878K. The position accounts for 0.07% of the portfolio, ranked #139.

LRI Investments first reported a position in ELV in Q1 2024 and has held it in 10 quarters since. 615 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • LRI Investments held 2,270 shares of Elevance Health worth $878K as of Q2 2026.
  • LRI Investments bought 355 Elevance Health shares in Q2 2026, an estimated $132K.
  • Elevance Health made up 0.07% of LRI Investments's portfolio in Q2 2026, its #139 holding.
  • LRI Investments first reported a position in Elevance Health in Q1 2024 and has held it in 10 quarters since.
  • 615 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.