Wealthquest’s Elevance Health ELV Stock Holding History

Wealthquest’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	$414K	Buy	1,070 +78	+8%	+$28.9K	0.03%	110
2026 Q1	$290K	Sell	992 -84	-8%	-$27.6K	0.02%	115
2025 Q4	$377K	Buy	+1,076	New	+$364K	0.03%	98
2025 Q3	–	Sell	-935	Closed	-$364K	–	66
2025 Q2	$364K	Sell	935 -10	-1%	-$4.02K	0.03%	93
2025 Q1	$411K	Buy	+945	New	+$379K	0.03%	81
2023 Q4	–	Sell	-565	Closed	-$246K	–	135
2023 Q3	$246K	Buy	565 +5	+0.9%	+$2.27K	0.03%	116
2023 Q2	$249K	Hold	560	–	–	0.03%	109
2023 Q1	$257K	Hold	560	–	–	0.03%	105
2022 Q4	$287K	Sell	560 -5	-0.9%	-$2.54K	0.04%	99
2022 Q3	$256K	Buy	565 +5	+0.9%	+$2.39K	0.04%	102
2022 Q2	$270K	Hold	560	–	–	0.04%	100
2022 Q1	$259K	Hold	560	–	–	0.04%	121
2021 Q4	$259K	Hold	560	–	–	0.04%	121
2021 Q3	$208K	Sell	560 -212	-27%	-$80.6K	0.04%	131
2021 Q2	$294K	Hold	772	–	–	0.05%	110
2021 Q1	$277K	Hold	772	–	–	0.05%	111
2020 Q4	$247K	Hold	772	–	–	0.05%	111
2020 Q3	$207K	Hold	772	–	–	0.05%	107
2020 Q2	$203K	Buy	+772	New	+$206K	0.05%	106
2019 Q4	$234K	Buy	+776	New	+$214K	0.07%	120
2019 Q3	–	Sell	-776	Closed	-$218K	–	132
2019 Q2	$218K	Hold	776	–	–	0.08%	117
2019 Q1	$222K	Buy	776 +4	+0.5%	+$1.16K	0.08%	121
2018 Q4	$202K	Buy	+772	New	+$212K	0.08%	127

Other funds holding ELV

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Wealthquest's ELV Position: Q2 2026 in Review

Wealthquest increased its Elevance Health (ELV) stake by 7.9% in Q2 2026, buying an estimated $28.9K and bringing the position to 1,070 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #110.

Wealthquest first reported a position in ELV in Q4 2018 and has held it in 23 quarters since. 437 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Wealthquest held 1,070 shares of Elevance Health worth $414K as of Q2 2026.
Wealthquest bought 78 Elevance Health shares in Q2 2026, an estimated $28.9K.
Elevance Health made up 0.03% of Wealthquest's portfolio in Q2 2026, its #110 holding.
Wealthquest first reported a position in Elevance Health in Q4 2018 and has held it in 23 quarters since.
437 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.