SAM
ELV icon

Simplify Asset Management’s Elevance Health ELV Stock Holding History

Simplify Asset 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 		$9.89M Buy
+25,577
New +$9.49M 0.14% 34
2024
Q4 		– Sell
-8,762
Closed -$4.56M – 102
2024
Q3 		$4.56M Buy
8,762
+3,526
+67% +$1.88M 0.21% 41
2024
Q2 		$2.84M Sell
5,236
-3
-0.1% -$1.59K 0.19% 41
2024
Q1 		$2.72M Buy
+5,239
New +$2.61M 0.16% 47
2023
Q2 		– Sell
-1,619
Closed -$744K – 126
2023
Q1 		$744K Sell
1,619
-2,818
-64% -$1.34M 0.11% 70
2022
Q4 		$2.28M Buy
4,437
+357
+9% +$181K 0.35% 27
2022
Q3 		$1.85M Buy
4,080
+1,275
+45% +$610K 0.2% 32
2022
Q2 		$1.35M Buy
2,805
+561
+25% +$278K 0.05% 30
2022
Q1 		$1.1M Buy
2,244
+1,122
+100% +$513K 0.04% 33
2021
Q4 		$520K Buy
+1,122
New +$472K 0.02% 38

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Simplify Asset Management's ELV Position: Q2 2026 in Review

Simplify Asset Management opened a new position in Elevance Health (ELV) in Q2 2026: 25,577 shares worth $9.89M. The stake represents 0.14% of the portfolio and ranks #34 among its holdings. This is a return to the name: Simplify Asset Management previously reported a position in ELV as recently as Q3 2024.

Simplify Asset Management first reported a position in ELV in Q4 2021 and has held it in 10 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Simplify Asset Management held 25,577 shares of Elevance Health worth $9.89M as of Q2 2026.
  • Elevance Health was a new Simplify Asset Management position in Q2 2026.
  • Elevance Health made up 0.14% of Simplify Asset Management's portfolio in Q2 2026, its #34 holding.
  • Simplify Asset Management first reported a position in Elevance Health in Q4 2021 and has held it in 10 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.