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Wedmont Private Capital’s Elevance Health ELV Stock Holding History

Wedmont Private Capital’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 		$1.29M Buy
3,095
+1,658
+115% +$615K 0.04% 281
2026
Q1 		$457K Sell
1,437
-476
-25% -$156K 0.01% 523
2025
Q4 		$702K Buy
1,913
+373
+24% +$126K 0.02% 375
2025
Q3 		$551K Buy
1,540
+179
+13% +$55.7K 0.02% 440
2025
Q2 		$472K Sell
1,361
-122
-8% -$49.1K 0.02% 446
2025
Q1 		$652K Buy
1,483
+365
+33% +$147K 0.03% 317
2024
Q4 		$426K Sell
1,118
-1,230
-52% -$515K 0.02% 432
2024
Q3 		$1.16M Buy
2,348
+265
+13% +$142K 0.07% 184
2024
Q2 		$1.12M Buy
2,083
+230
+12% +$122K 0.07% 175
2024
Q1 		$953K Buy
1,853
+86
+5% +$42.8K 0.07% 189
2023
Q4 		$848K Buy
1,767
+536
+44% +$248K 0.07% 194
2023
Q3 		$558K Sell
1,231
-6
-0.5% -$2.72K 0.06% 230
2023
Q2 		$543K Buy
1,237
+13
+1% +$6K 0.06% 227
2023
Q1 		$594K Sell
1,224
-253
-17% -$120K 0.08% 192
2022
Q4 		$702K Buy
1,477
+155
+12% +$78.7K 0.11% 149
2022
Q3 		$601K Buy
1,322
+232
+21% +$111K 0.12% 136
2022
Q2 		$526K Buy
1,090
+143
+15% +$70.7K 0.11% 134
2022
Q1 		$463K Buy
947
+289
+44% +$132K 0.1% 154
2021
Q4 		$294K Buy
+658
New +$277K 0.09% 174

Other funds holding ELV

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

Wedmont Private Capital's ELV Position: Q2 2026 in Review

Wedmont Private Capital increased its Elevance Health (ELV) stake by 115% in Q2 2026, buying an estimated $615K and bringing the position to 3,095 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #281.

Wedmont Private Capital first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. 466 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Wedmont Private Capital held 3,095 shares of Elevance Health worth $1.29M as of Q2 2026.
  • Wedmont Private Capital bought 1,658 Elevance Health shares in Q2 2026, an estimated $615K.
  • Elevance Health made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #281 holding.
  • Wedmont Private Capital first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • 466 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.