VFP
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Verus Financial Partners’s Elevance Health ELV Stock Holding History

Verus Financial Partners’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 		$764K Sell
1,977
-148
-7% -$54.9K 0.07% 56
2026
Q1 		$671K Hold
2,125
– – 0.06% 60
2025
Q4 		$801K Buy
2,125
+457
+27% +$154K 0.07% 53
2025
Q3 		$539K Buy
1,668
+1
+0.1% +$311 0.05% 63
2025
Q2 		$577K Buy
1,667
+1
+0.1% +$402 0.06% 53
2025
Q1 		$729K Hold
1,666
– – 0.08% 47
2024
Q4 		$635K Sell
1,666
-48
-3% -$20.1K 0.07% 47
2024
Q3 		$876K Buy
1,714
+1
+0.1% +$534 0.1% 41
2024
Q2 		$928K Sell
1,713
-95
-5% -$50.2K 0.11% 38
2024
Q1 		$937K Buy
1,808
+1
+0.1% +$497 0.11% 37
2023
Q4 		$874K Sell
1,807
-48
-3% -$22.2K 0.11% 38
2023
Q3 		$842K Buy
1,855
+1
+0.1% +$454 0.11% 36
2023
Q2 		$882K Hold
1,854
– – 0.11% 39
2023
Q1 		$847K Sell
1,854
-199
-10% -$94.7K 0.12% 38
2022
Q4 		$1.03M Sell
2,053
-110
-5% -$55.9K 0.14% 34
2022
Q3 		$1.03M Buy
2,163
+1
+0% +$478 0.16% 30
2022
Q2 		$999K Sell
2,162
-46
-2% -$22.8K 0.14% 35
2022
Q1 		$1.13M Buy
2,208
+1
+0% +$457 0.16% 32
2021
Q4 		$1.02M Hold
2,207
– – 0.14% 35
2021
Q3 		$857K Sell
2,207
-19
-0.9% -$7.22K 0.13% 37
2021
Q2 		$868K Sell
2,226
-144
-6% -$55K 0.13% 35
2021
Q1 		$835K Buy
2,370
+52
+2% +$16.7K 0.13% 34
2020
Q4 		$744K Buy
+2,318
New +$711K 0.13% 35
2020
Q3 		– Sell
-2,640
Closed -$694K – 186
2020
Q2 		$694K Sell
2,640
-148
-5% -$39.5K 0.15% 30
2020
Q1 		$633K Buy
2,788
+13
+0.5% +$3.54K 0.19% 28
2019
Q4 		$838K Sell
2,775
-77
-3% -$21.2K 0.25% 27
2019
Q3 		$685K Sell
2,852
-77
-3% -$21.1K 0.22% 25
2019
Q2 		$827K Sell
2,929
-110
-4% -$30K 0.28% 21
2019
Q1 		$872K Buy
3,039
+2,070
+214% +$599K 0.31% 20
2018
Q4 		$265K Hold
969
– – 0.1% 40
2018
Q3 		$265K Buy
969
+48
+5% +$12.5K 0.1% 40
2018
Q2 		$219K Sell
921
-66
-7% -$15.3K 0.08% 43
2018
Q1 		$217K Buy
987
+68
+7% +$16K 0.08% 49
2017
Q4 		$207K Buy
+919
New +$196K 0.08% 51

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

Verus Financial Partners's ELV Position: Q2 2026 in Review

Verus Financial Partners reduced its Elevance Health (ELV) stake by 7% in Q2 2026, selling an estimated $54.9K and leaving 1,977 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #56.

Verus Financial Partners first reported a position in ELV in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.13M in Q1 2022. 637 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Verus Financial Partners held 1,977 shares of Elevance Health worth $764K as of Q2 2026.
  • Verus Financial Partners sold 148 Elevance Health shares in Q2 2026, an estimated $54.9K.
  • Elevance Health made up 0.07% of Verus Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Verus Financial Partners first reported a position in Elevance Health in Q4 2017 and has held it in 34 quarters since.
  • Verus Financial Partners's Elevance Health position peaked at $1.13M in Q1 2022.
  • 637 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.