Meriwether Wealth & Planning’s Elevance Health ELV Stock Holding History

Meriwether Wealth & Planning’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	$1.03M	Sell	2,654 -25	-0.9%	-$10K	0.47%	34
2026 Q2	$1.04M	Sell	2,679 -183	-6%	-$67.9K	0.51%	33
2026 Q1	$838K	Buy	2,862 +916	+47%	+$301K	0.46%	44
2025 Q4	$682K	Sell	1,946 -23	-1%	-$7.77K	0.38%	51
2025 Q3	$636K	Sell	1,969 -158	-7%	-$49.1K	0.37%	53
2025 Q2	$827K	Sell	2,127 -17	-0.8%	-$6.84K	0.52%	40
2025 Q1	$933K	Buy	2,144 +540	+34%	+$217K	0.61%	36
2024 Q4	$592K	Buy	+1,604	New	+$671K	0.42%	52

Other funds holding ELV

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Meriwether Wealth & Planning's ELV Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Elevance Health (ELV) stake by 0.93% in Q3 2026, selling an estimated $10K and leaving 2,654 shares worth $1.03M. The position accounts for 0.47% of the portfolio, ranked #34.

Meriwether Wealth & Planning first reported a position in ELV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2026. 285 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Meriwether Wealth & Planning held 2,654 shares of Elevance Health worth $1.03M as of Q3 2026.
Meriwether Wealth & Planning sold 25 Elevance Health shares in Q3 2026, an estimated $10K.
Elevance Health made up 0.47% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #34 holding.
Meriwether Wealth & Planning first reported a position in Elevance Health in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Elevance Health position peaked at $1.04M in Q2 2026.
285 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.