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PKO Investment Management Joint-Stock’s Elevance Health ELV Stock Holding History

PKO Investment Management Joint-Stock’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 		$1.01M Sell
2,600
-200
-7% -$74.2K 0.07% 174
2026
Q1 		$820K Sell
2,800
-700
-20% -$230K 0.07% 170
2025
Q4 		$1.23M Sell
3,500
-1,200
-26% -$406K 0.1% 153
2025
Q3 		$1.52M Buy
4,700
+700
+18% +$218K 0.13% 127
2025
Q2 		$1.56M Buy
4,000
+400
+11% +$161K 0.17% 102
2025
Q1 		$1.57M Sell
3,600
-1,200
-25% -$482K 0.18% 92
2024
Q4 		$1.77M Buy
4,800
+2,700
+129% +$1.13M 0.22% 77
2024
Q3 		$1.09M Buy
2,100
+400
+24% +$214K 0.13% 100
2024
Q2 		$921K Sell
1,700
-3,671
-68% -$1.94M 0.11% 117
2024
Q1 		$2.8M Buy
5,371
+2,371
+79% +$1.18M 0.33% 55
2023
Q4 		$1.41M Sell
3,000
-1,000
-25% -$462K 0.18% 89
2023
Q3 		$1.74M Sell
4,000
-1,000
-20% -$454K 0.24% 68
2023
Q2 		$2.22M Buy
5,000
+1,000
+25% +$461K 0.27% 65
2023
Q1 		$1.84M Buy
4,000
+1,700
+74% +$809K 0.24% 80
2022
Q4 		$1.18M Sell
2,300
-700
-23% -$355K 0.17% 93
2022
Q3 		$1.36M Hold
3,000
– – 0.23% 75
2022
Q2 		$1.45M Hold
3,000
– – 0.21% 84
2022
Q1 		$1.47M Sell
3,000
-739
-20% -$338K 0.18% 92
2021
Q4 		$1.73M Buy
+3,739
New +$1.57M 0.2% 80

Other funds holding ELV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

PKO Investment Management Joint-Stock's ELV Position: Q2 2026 in Review

PKO Investment Management Joint-Stock reduced its Elevance Health (ELV) stake by 7.1% in Q2 2026, selling an estimated $74.2K and leaving 2,600 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #174.

PKO Investment Management Joint-Stock first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q1 2024. 714 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • PKO Investment Management Joint-Stock held 2,600 shares of Elevance Health worth $1.01M as of Q2 2026.
  • PKO Investment Management Joint-Stock sold 200 Elevance Health shares in Q2 2026, an estimated $74.2K.
  • Elevance Health made up 0.07% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #174 holding.
  • PKO Investment Management Joint-Stock first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • PKO Investment Management Joint-Stock's Elevance Health position peaked at $2.8M in Q1 2024.
  • 714 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.