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Prosperity Capital Advisors’s Elevance Health ELV Stock Holding History

Prosperity Capital Advisors’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 		– Sell
-758
Closed -$222K – 429
2026
Q1 		$222K Buy
758
+151
+25% +$49.6K 0.01% 381
2025
Q4 		$213K Sell
607
-500
-45% -$169K 0.01% 366
2025
Q3 		$358K Buy
+1,107
New +$344K 0.02% 323
2025
Q2 		– Sell
-860
Closed -$372K – 385
2025
Q1 		$372K Buy
860
+254
+42% +$102K 0.03% 266
2024
Q4 		$224K Sell
606
-8
-1% -$3.35K 0.02% 324
2024
Q3 		$319K Buy
614
+10
+2% +$5.34K 0.03% 265
2024
Q2 		$327K Sell
604
-604
-50% -$319K 0.04% 237
2024
Q1 		$626K Buy
1,208
+583
+93% +$290K 0.07% 190
2023
Q4 		$295K Buy
+625
New +$289K 0.03% 200

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)
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
Robeco Institutional Asset Management
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

Prosperity Capital Advisors's ELV Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 758 shares — an estimated $222K sold.

Prosperity Capital Advisors first reported a position in ELV in Q4 2023 and held it in 9 quarters. The position peaked at $626K in Q1 2024. 293 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 758 Elevance Health shares in Q2 2026, an estimated $222K.
  • Prosperity Capital Advisors first reported a position in Elevance Health in Q4 2023 and held it in 9 quarters.
  • Prosperity Capital Advisors's Elevance Health position peaked at $626K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.