Turtle Creek Wealth Advisors’s Elevance Health ELV Stock Holding History

Turtle Creek Wealth 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	$708K	Buy	1,831 +1,024	+127%	+$380K	0.04%	214
2026 Q1	$236K	Sell	807 -111	-12%	-$36.5K	0.02%	370
2025 Q4	$322K	Buy	918 +60	+7%	+$20.3K	0.03%	288
2025 Q3	$277K	Buy	+858	New	+$267K	0.02%	293
2024 Q1	–	Sell	-119	Closed	-$56.1K	–	385
2023 Q4	$56.1K	Buy	+119	New	+$55K	0.02%	257

Other funds holding ELV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Turtle Creek Wealth Advisors's ELV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Elevance Health (ELV) stake by 127% in Q2 2026, buying an estimated $380K and bringing the position to 1,831 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #214.

Turtle Creek Wealth Advisors first reported a position in ELV in Q4 2023 and has held it in 5 quarters since. 700 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Turtle Creek Wealth Advisors held 1,831 shares of Elevance Health worth $708K as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,024 Elevance Health shares in Q2 2026, an estimated $380K.
Elevance Health made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #214 holding.
Turtle Creek Wealth Advisors first reported a position in Elevance Health in Q4 2023 and has held it in 5 quarters since.
700 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.