QWM
ELV icon

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
2025
Q2 		– Sell
-5
Closed -$2.17K – 1123
2025
Q1 		$2.17K Buy
+5
New +$2.01K ﹤0.01% 400

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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. 413 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.
  • 413 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.