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Merrion Investment Management’s Elevance Health ELV Stock Holding History

Merrion 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 		$1.15M Hold
2,975
– – 0.54% 40
2026
Q1 		$871K Hold
2,975
– – 0.47% 50
2025
Q4 		$1.04M Buy
+2,975
New +$1.01M 0.56% 41

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Merrion Investment Management's ELV Position: Q2 2026 in Review

Merrion Investment Management held its Elevance Health (ELV) position steady in Q2 2026 at 2,975 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #40.

Merrion Investment Management first reported a position in ELV in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Merrion Investment Management held 2,975 shares of Elevance Health worth $1.15M as of Q2 2026.
  • Merrion Investment Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.54% of Merrion Investment Management's portfolio in Q2 2026, its #40 holding.
  • Merrion Investment Management first reported a position in Elevance Health in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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