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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Meriwether Wealth & Planning's ELV Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Elevance Health (ELV) stake by 6.4% in Q2 2026, selling an estimated $67.9K and leaving 2,679 shares worth $1.04M. The position accounts for 0.51% of the portfolio, ranked #33.

Meriwether Wealth & Planning first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Meriwether Wealth & Planning held 2,679 shares of Elevance Health worth $1.04M as of Q2 2026.
  • Meriwether Wealth & Planning sold 183 Elevance Health shares in Q2 2026, an estimated $67.9K.
  • Elevance Health made up 0.51% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #33 holding.
  • Meriwether Wealth & Planning first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.