Palouse Capital Management’s Elevance Health ELV Stock Holding History

Palouse Capital 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	$1.77M	Sell	4,579 -914	-17%	-$339K	1.1%	41
2026 Q1	$1.61M	Buy	5,493 +97	+2%	+$31.9K	1.06%	44
2025 Q4	$1.89M	Sell	5,396 -696	-11%	-$235K	1.21%	38
2025 Q3	$1.97M	Buy	6,092 +1,477	+32%	+$459K	1.25%	37
2025 Q2	$1.8M	Sell	4,615 -56	-1%	-$22.5K	1.18%	41
2025 Q1	$2.03M	Buy	4,671 +601	+15%	+$241K	1.39%	32
2024 Q4	$1.5M	Buy	+4,070	New	+$1.7M	1%	44
2021 Q1	–	Sell	-4,538	Closed	-$1.46M	–	97
2020 Q4	$1.46M	Sell	4,538 -123	-3%	-$37.7K	0.77%	53
2020 Q3	$1.25M	Sell	4,661 -365	-7%	-$98.2K	0.7%	51
2020 Q2	$1.32M	Sell	5,026 -339	-6%	-$90.4K	0.7%	49
2020 Q1	$1.22M	Sell	5,365 -486	-8%	-$132K	0.72%	48
2019 Q4	$1.77M	Sell	5,851 -370	-6%	-$102K	0.67%	46
2019 Q3	$1.49M	Buy	+6,221	New	+$1.7M	0.55%	55
2017 Q3	–	Sell	-27,316	Closed	-$5.14M	–	110
2017 Q2	$5.14M	Sell	27,316 -1,452	-5%	-$261K	1.87%	19
2017 Q1	$4.76M	Sell	28,768 -197	-0.7%	-$31.3K	1.81%	22
2016 Q4	$4.16M	Buy	28,965 +13,290	+85%	+$1.78M	1.7%	23
2016 Q3	$1.96M	Buy	+15,675	New	+$2.02M	0.84%	52
2013 Q3	–	Sell	-47,440	Closed	-$3.88M	–	116
2013 Q2	$3.88M	Buy	+47,440	New	+$3.55M	1.65%	26

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Palouse Capital Management's ELV Position: Q2 2026 in Review

Palouse Capital Management reduced its Elevance Health (ELV) stake by 17% in Q2 2026, selling an estimated $339K and leaving 4,579 shares worth $1.77M. The position accounts for 1.1% of the portfolio, ranked #41.

Palouse Capital Management first reported a position in ELV in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.14M in Q2 2017. 293 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Palouse Capital Management held 4,579 shares of Elevance Health worth $1.77M as of Q2 2026.
Palouse Capital Management sold 914 Elevance Health shares in Q2 2026, an estimated $339K.
Elevance Health made up 1.1% of Palouse Capital Management's portfolio in Q2 2026, its #41 holding.
Palouse Capital Management first reported a position in Elevance Health in Q2 2013 and has held it in 18 quarters since.
Palouse Capital Management's Elevance Health position peaked at $5.14M in Q2 2017.
293 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.