Unique Wealth Strategies’s Elevance Health ELV Stock Holding History

Unique Wealth Strategies’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	$1.44M	Sell	3,733 -32	-0.8%	-$11.9K	0.52%	36
2026 Q1	$1.1M	Buy	3,765 +93	+3%	+$30.6K	0.45%	56
2025 Q4	$1.29M	Buy	3,672 +165	+5%	+$55.8K	0.5%	45
2025 Q3	$1.13M	Sell	3,507 -1,113	-24%	-$346K	0.44%	56
2025 Q2	$1.8M	Buy	4,620 +170	+4%	+$68.4K	0.75%	28
2025 Q1	$1.94M	Buy	4,450 +124	+3%	+$49.8K	0.88%	26
2024 Q4	$1.6M	Sell	4,326 -866	-17%	-$362K	0.69%	33
2024 Q3	$2.7M	Sell	5,192 -10	-0.2%	-$5.34K	1.14%	19
2024 Q2	$2.7M	Hold	5,202	–	–	1.26%	15
2024 Q1	$2.7M	Buy	5,202 +73	+1%	+$36.3K	1.32%	15
2023 Q4	$2.42M	Buy	+5,129	New	+$2.37M	1.61%	15

Other funds holding ELV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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 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

Unique Wealth Strategies's ELV Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Elevance Health (ELV) stake by 0.85% in Q2 2026, selling an estimated $11.9K and leaving 3,733 shares worth $1.44M. The position accounts for 0.52% of the portfolio, ranked #36.

Unique Wealth Strategies first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2024. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Unique Wealth Strategies held 3,733 shares of Elevance Health worth $1.44M as of Q2 2026.
Unique Wealth Strategies sold 32 Elevance Health shares in Q2 2026, an estimated $11.9K.
Elevance Health made up 0.52% of Unique Wealth Strategies's portfolio in Q2 2026, its #36 holding.
Unique Wealth Strategies first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Elevance Health position peaked at $2.7M in Q3 2024.
222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.