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Valeo Financial Advisors’s Elevance Health ELV Stock Holding History

Valeo Financial 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
2021
Q3 		– Sell
-300
Closed -$115K – 595
2021
Q2 		$115K Buy
+300
New +$115K 0.01% 467

Other funds holding ELV

Citigroup
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Massachusetts Financial Services
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Valeo Financial Advisors's ELV Position: Q2 2026 in Review

Valeo Financial Advisors increased its Elevance Health (ELV) stake by 9.1% in Q2 2026, buying an estimated $144K and bringing the position to 4,670 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #200.

Valeo Financial Advisors first reported a position in ELV in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.24M in Q4 2022. 735 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Valeo Financial Advisors held 4,670 shares of Elevance Health worth $1.81M as of Q2 2026.
  • Valeo Financial Advisors bought 389 Elevance Health shares in Q2 2026, an estimated $144K.
  • Elevance Health made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #200 holding.
  • Valeo Financial Advisors first reported a position in Elevance Health in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Elevance Health position peaked at $3.24M in Q4 2022.
  • 735 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.