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Winebrenner Capital Management’s Elevance Health ELV Stock Holding History

Winebrenner Capital Management’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 		$384K Buy
993
+2
+0.2% +$742 0.23% 102
2026
Q1 		$290K Hold
991
– – 0.19% 112
2025
Q4 		$347K Buy
+991
New +$335K 0.23% 100
2025
Q2 		– Sell
-508
Closed -$221K – 129
2025
Q1 		$221K Buy
+508
New +$204K 0.2% 114

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

Winebrenner Capital Management's ELV Position: Q2 2026 in Review

Winebrenner Capital Management increased its Elevance Health (ELV) stake by 0.2% in Q2 2026, buying an estimated $742 and bringing the position to 993 shares worth $384K. The position accounts for 0.23% of the portfolio, ranked #102.

Winebrenner Capital Management first reported a position in ELV in Q1 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Winebrenner Capital Management held 993 shares of Elevance Health worth $384K as of Q2 2026.
  • Winebrenner Capital Management bought 2 Elevance Health shares in Q2 2026, an estimated $742.
  • Elevance Health made up 0.23% of Winebrenner Capital Management's portfolio in Q2 2026, its #102 holding.
  • Winebrenner Capital Management first reported a position in Elevance Health in Q1 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.