Quaker Wealth Management’s Elevance Health ELV Stock Holding History

Quaker Wealth 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	$2.32K	Buy	6 +3	+100%	+$1.11K	﹤0.01%	426
2026 Q1	$879	Sell	3 -1	-25%	-$329	﹤0.01%	562
2025 Q4	$1.4K	Hold	4	–	–	﹤0.01%	490
2025 Q3	$1.29K	Sell	4 -1	-20%	-$311	﹤0.01%	440
2025 Q2	$1.95K	Buy	+5	New	+$2.01K	﹤0.01%	406

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Quaker Wealth Management's ELV Position: Q2 2026 in Review

Quaker Wealth Management increased its Elevance Health (ELV) stake by 100% in Q2 2026, buying an estimated $1.11K and bringing the position to 6 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Quaker Wealth Management first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Quaker Wealth Management held 6 shares of Elevance Health worth $2.32K as of Q2 2026.
Quaker Wealth Management bought 3 Elevance Health shares in Q2 2026, an estimated $1.11K.
Elevance Health made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #426 holding.
Quaker Wealth Management first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
410 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.