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Samalin Investment Counsel’s Elevance Health ELV Stock Holding History

Samalin Investment Counsel’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 		$273K Buy
705
+1
+0.1% +$371 0.09% 262
2026
Q1 		$206K Sell
704
-24
-3% -$7.89K 0.07% 288
2025
Q4 		$255K Sell
728
-108
-13% -$36.5K 0.09% 258
2025
Q3 		$270K Sell
836
-69
-8% -$21.5K 0.09% 267
2025
Q2 		$352K Sell
905
-39
-4% -$15.7K 0.14% 230
2025
Q1 		$411K Buy
944
+115
+14% +$46.2K 0.17% 188
2024
Q4 		$306K Sell
829
-47
-5% -$19.7K 0.13% 219
2024
Q3 		$455K Buy
876
+2
+0.2% +$1.07K 0.2% 172
2024
Q2 		$474K Buy
874
+14
+2% +$7.4K 0.22% 149
2024
Q1 		$446K Sell
860
-225
-21% -$112K 0.21% 164
2023
Q4 		$512K Buy
1,085
+20
+2% +$9.25K 0.26% 125
2023
Q3 		$464K Sell
1,065
-12
-1% -$5.44K 0.27% 116
2023
Q2 		$479K Buy
1,077
+359
+50% +$166K 0.26% 121
2023
Q1 		$330K Buy
718
+4
+0.6% +$1.9K 0.2% 148
2022
Q4 		$366K Hold
714
– – 0.23% 130
2022
Q3 		$324K Sell
714
-30
-4% -$14.4K 0.24% 130
2022
Q2 		$359K Hold
744
– – 0.25% 124
2022
Q1 		$365K Buy
744
+191
+35% +$87.3K 0.22% 138
2021
Q4 		$257K Buy
+553
New +$233K 0.15% 194
2021
Q3 		– Sell
-540
Closed -$207K – 244
2021
Q2 		$207K Buy
+540
New +$206K 0.13% 223
2020
Q1 		– Sell
-370
Closed -$111K – 244
2019
Q4 		$111K Buy
+370
New +$102K 0.09% 211

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
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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Samalin Investment Counsel's ELV Position: Q2 2026 in Review

Samalin Investment Counsel increased its Elevance Health (ELV) stake by 0.14% in Q2 2026, buying an estimated $371 and bringing the position to 705 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #262.

Samalin Investment Counsel first reported a position in ELV in Q4 2019 and has held it in 21 quarters since. The position peaked at $512K in Q4 2023. 565 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Samalin Investment Counsel held 705 shares of Elevance Health worth $273K as of Q2 2026.
  • Samalin Investment Counsel bought 1 Elevance Health share in Q2 2026, an estimated $371.
  • Elevance Health made up 0.09% of Samalin Investment Counsel's portfolio in Q2 2026, its #262 holding.
  • Samalin Investment Counsel first reported a position in Elevance Health in Q4 2019 and has held it in 21 quarters since.
  • Samalin Investment Counsel's Elevance Health position peaked at $512K in Q4 2023.
  • 565 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.