UA
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Unison Advisors’s Elevance Health ELV Stock Holding History

Unison 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 		$2.89M Buy
7,465
+35
+0.5% +$13K 0.2% 59
2026
Q1 		$2.18M Buy
7,430
+32
+0.4% +$10.5K 0.17% 67
2025
Q4 		$2.59M Buy
7,398
+35
+0.5% +$11.8K 0.23% 54
2025
Q3 		$2.38M Buy
7,363
+35
+0.5% +$10.9K 0.22% 61
2025
Q2 		$2.85M Buy
7,328
+28
+0.4% +$11.3K 0.32% 46
2025
Q1 		$3.18M Buy
+7,300
New +$2.93M 0.4% 42

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Unison Advisors's ELV Position: Q2 2026 in Review

Unison Advisors increased its Elevance Health (ELV) stake by 0.47% in Q2 2026, buying an estimated $13K and bringing the position to 7,465 shares worth $2.89M. The position accounts for 0.2% of the portfolio, ranked #59.

Unison Advisors first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.18M in Q1 2025. 417 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Unison Advisors held 7,465 shares of Elevance Health worth $2.89M as of Q2 2026.
  • Unison Advisors bought 35 Elevance Health shares in Q2 2026, an estimated $13K.
  • Elevance Health made up 0.2% of Unison Advisors's portfolio in Q2 2026, its #59 holding.
  • Unison Advisors first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
  • Unison Advisors's Elevance Health position peaked at $3.18M in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.