WFS
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Walker Financial Services’s Elevance Health ELV Stock Holding History

Walker Financial Services’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 		$504K Hold
1,302
– – 0.16% 30
2026
Q1 		$381K Buy
+1,302
New +$428K 0.13% 32

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
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

Walker Financial Services's ELV Position: Q2 2026 in Review

Walker Financial Services held its Elevance Health (ELV) position steady in Q2 2026 at 1,302 shares worth $504K. The position accounts for 0.16% of the portfolio, ranked #30.

Walker Financial Services first reported a position in ELV in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Walker Financial Services held 1,302 shares of Elevance Health worth $504K as of Q2 2026.
  • Walker Financial Services left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up 0.16% of Walker Financial Services's portfolio in Q2 2026, its #30 holding.
  • Walker Financial Services first reported a position in Elevance Health in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.