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Richwood Investment Advisors’s Elevance Health ELV Stock Holding History

Richwood Investment 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 		$579K Buy
1,497
+150
+11% +$55.6K 0.41% 58
2026
Q1 		$394K Sell
1,347
-95
-7% -$31.2K 0.3% 69
2025
Q4 		$489K Sell
1,442
-100
-6% -$33.8K 0.35% 63
2025
Q3 		$498K Sell
1,542
-315
-17% -$98K 0.39% 59
2025
Q2 		$722K Sell
1,857
-160
-8% -$64.4K 0.59% 40
2025
Q1 		$877K Hold
2,017
– – 0.75% 29
2024
Q4 		$744K Sell
2,017
-437
-18% -$183K 0.62% 37
2024
Q3 		$1.28M Sell
2,454
-35
-1% -$18.7K 1.06% 22
2024
Q2 		$1.35M Sell
2,489
-20
-0.8% -$10.6K 1.18% 18
2024
Q1 		$1.3M Sell
2,509
-37
-1% -$18.4K 1.16% 19
2023
Q4 		$1.2M Buy
2,546
+20
+0.8% +$9.25K 1.13% 18
2023
Q3 		$1.1M Sell
2,526
-45
-2% -$20.4K 1.12% 20
2023
Q2 		$1.14M Hold
2,571
– – 1.12% 21
2023
Q1 		$1.18M Sell
2,571
-345
-12% -$164K 1.18% 20
2022
Q4 		$1.5M Sell
2,916
-48
-2% -$24.4K 1.5% 13
2022
Q3 		$1.35M Sell
2,964
-28
-0.9% -$13.4K 1.48% 12
2022
Q2 		$1.44M Sell
2,992
-90
-3% -$44.5K 1.46% 12
2022
Q1 		$1.51M Sell
3,082
-180
-6% -$82.3K 1.35% 11
2021
Q4 		$1.51M Buy
+3,262
New +$1.37M 1.32% 12

Other funds holding ELV

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
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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Richwood Investment Advisors's ELV Position: Q2 2026 in Review

Richwood Investment Advisors increased its Elevance Health (ELV) stake by 11% in Q2 2026, buying an estimated $55.6K and bringing the position to 1,497 shares worth $579K. The position accounts for 0.41% of the portfolio, ranked #58.

Richwood Investment Advisors first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q1 2022. 594 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Richwood Investment Advisors held 1,497 shares of Elevance Health worth $579K as of Q2 2026.
  • Richwood Investment Advisors bought 150 Elevance Health shares in Q2 2026, an estimated $55.6K.
  • Elevance Health made up 0.41% of Richwood Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Richwood Investment Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Elevance Health position peaked at $1.51M in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.