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Robertson Stephens Wealth Management’s Elevance Health ELV Stock Holding History

Robertson Stephens 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 		$1.06M Hold
2,739
– – 0.03% 305
2026
Q1 		$802K Buy
2,739
+10
+0.4% +$3.29K 0.02% 329
2025
Q4 		$957K Buy
2,729
+3
+0.1% +$1.01K 0.02% 316
2025
Q3 		$881K Sell
2,726
-150
-5% -$46.7K 0.03% 270
2025
Q2 		$1.12M Buy
2,876
+126
+5% +$50.7K 0.04% 257
2025
Q1 		$1.2M Hold
2,750
– – 0.04% 248
2024
Q4 		$1.01M Buy
2,750
+12
+0.4% +$5.02K 0.04% 257
2024
Q3 		$1.42M Sell
2,738
-70
-2% -$37.4K 0.05% 240
2024
Q2 		$1.52M Buy
2,808
+51
+2% +$27K 0.08% 171
2024
Q1 		$1.43M Sell
2,757
-39
-1% -$19.4K 0.08% 188
2023
Q4 		$1.32M Sell
2,796
-733
-21% -$339K 0.08% 194
2023
Q3 		$1.54M Buy
3,529
+28
+0.8% +$12.7K 0.1% 162
2023
Q2 		$1.56M Buy
+3,501
New +$1.62M 0.11% 156

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robertson Stephens Wealth Management's ELV Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Elevance Health (ELV) position steady in Q2 2026 at 2,739 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #305.

Robertson Stephens Wealth Management first reported a position in ELV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2023. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,739 shares of Elevance Health worth $1.06M as of Q2 2026.
  • Robertson Stephens Wealth Management left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Robertson Stephens Wealth Management first reported a position in Elevance Health in Q2 2023 and has held it in 13 quarters since.
  • Robertson Stephens Wealth Management's Elevance Health position peaked at $1.56M in Q2 2023.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.