Taylor Financial Group’s Elevance Health ELV Stock Holding History

Taylor Financial Group’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	$673K	Hold	1,740	–	–	0.37%	60
2026 Q1	$509K	Sell	1,740 -125	-7%	-$41.1K	0.31%	65
2025 Q4	$654K	Hold	1,865	–	–	0.38%	53
2025 Q3	$603K	Hold	1,865	–	–	0.35%	54
2025 Q2	$725K	Hold	1,865	–	–	0.45%	46
2025 Q1	$811K	Sell	1,865 -100	-5%	-$40.1K	0.56%	41
2024 Q4	$725K	Hold	1,965	–	–	0.5%	42
2024 Q3	$1.02M	Sell	1,965 -100	-5%	-$53.4K	0.71%	36
2024 Q2	$1.12M	Hold	2,065	–	–	0.86%	30
2024 Q1	$1.07M	Hold	2,065	–	–	0.82%	31
2023 Q4	$974K	Buy	+2,065	New	+$955K	0.8%	33

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Taylor Financial Group's ELV Position: Q2 2026 in Review

Taylor Financial Group held its Elevance Health (ELV) position steady in Q2 2026 at 1,740 shares worth $673K. The position accounts for 0.37% of the portfolio, ranked #60.

Taylor Financial Group first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q2 2024. 615 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Taylor Financial Group held 1,740 shares of Elevance Health worth $673K as of Q2 2026.
Taylor Financial Group left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.37% of Taylor Financial Group's portfolio in Q2 2026, its #60 holding.
Taylor Financial Group first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Elevance Health position peaked at $1.12M in Q2 2024.
615 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.