McAdam LLC
ELV icon

McAdam LLC’s Elevance Health ELV Stock Holding History

McAdam LLC’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
Q3 		$413K Sell
1,062
-46
-4% -$18.4K 0.02% 317
2026
Q2 		$428K Buy
+1,108
New +$411K 0.02% 304
2018
Q4 		– Sell
-6
Closed -$2K – 199
2018
Q3 		$2K Hold
6
– – ﹤0.01% 511
2018
Q2 		$1K Buy
+6
New +$1.39K ﹤0.01% 542

Other funds holding ELV

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McAdam LLC's ELV Position: Q3 2026 in Review

McAdam LLC reduced its Elevance Health (ELV) stake by 4.2% in Q3 2026, selling an estimated $18.4K and leaving 1,062 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #317.

McAdam LLC first reported a position in ELV in Q2 2018 and has held it in 4 quarters since. The position peaked at $428K in Q2 2026. 481 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • McAdam LLC held 1,062 shares of Elevance Health worth $413K as of Q3 2026.
  • McAdam LLC sold 46 Elevance Health shares in Q3 2026, an estimated $18.4K.
  • Elevance Health made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #317 holding.
  • McAdam LLC first reported a position in Elevance Health in Q2 2018 and has held it in 4 quarters since.
  • McAdam LLC's Elevance Health position peaked at $428K in Q2 2026.
  • 481 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.