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Red Door Wealth Management’s Elevance Health ELV Stock Holding History

Red Door 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 		– Sell
-785
Closed -$230K – 327
2026
Q1 		$230K Sell
785
-1
-0.1% -$329 0.02% 272
2025
Q4 		$276K Buy
786
+7
+0.9% +$2.37K 0.03% 242
2025
Q3 		$252K Buy
+779
New +$242K 0.03% 252
2021
Q3 		– Sell
-444
Closed -$169K – 290
2021
Q2 		$169K Buy
+444
New +$170K 0.07% 156
2020
Q3 		– Sell
-19
Closed -$4K – 199
2020
Q2 		$4K Hold
19
– – ﹤0.01% 376
2020
Q1 		$4K Buy
+19
New +$5.18K ﹤0.01% 351

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

Red Door Wealth Management's ELV Position: Q2 2026 in Review

Red Door Wealth Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 785 shares — an estimated $230K sold.

Red Door Wealth Management first reported a position in ELV in Q1 2020 and held it in 6 quarters. The position peaked at $276K in Q4 2025. 348 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Red Door Wealth Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Red Door Wealth Management sold 785 Elevance Health shares in Q2 2026, an estimated $230K.
  • Red Door Wealth Management first reported a position in Elevance Health in Q1 2020 and held it in 6 quarters.
  • Red Door Wealth Management's Elevance Health position peaked at $276K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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