YCM
ELV icon

Yousif Capital Management’s Elevance Health ELV Stock Holding History

Yousif 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 		$11.7M Sell
30,222
-1,901
-6% -$705K 0.13% 129
2026
Q1 		$9.4M Sell
32,123
-383
-1% -$126K 0.11% 166
2025
Q4 		$11.9M Sell
32,506
-1,925
-6% -$651K 0.13% 135
2025
Q3 		$11.1M Sell
34,431
-1,051
-3% -$327K 0.12% 149
2025
Q2 		$13.8M Sell
35,482
-3,965
-10% -$1.59M 0.15% 127
2025
Q1 		$17.2M Buy
39,447
+692
+2% +$278K 0.2% 85
2024
Q4 		$14.3M Sell
38,755
-2,150
-5% -$900K 0.16% 107
2024
Q3 		$21.3M Buy
40,905
+1,179
+3% +$630K 0.23% 69
2024
Q2 		$21.5M Sell
39,726
-1,224
-3% -$647K 0.24% 62
2024
Q1 		$21.2M Sell
40,950
-838
-2% -$417K 0.24% 65
2023
Q4 		$19.7M Sell
41,788
-4,033
-9% -$1.86M 0.23% 66
2023
Q3 		$20M Sell
45,821
-1,179
-3% -$535K 0.25% 58
2023
Q2 		$20.9M Buy
47,000
+707
+2% +$326K 0.25% 55
2023
Q1 		$21.3M Sell
46,293
-741
-2% -$353K 0.28% 58
2022
Q4 		$24.1M Buy
47,034
+4,470
+11% +$2.27M 0.32% 47
2022
Q3 		$19.3M Sell
42,564
-1,006
-2% -$481K 0.27% 58
2022
Q2 		$21M Sell
43,570
-926
-2% -$458K 0.28% 58
2022
Q1 		$21.9M Buy
44,496
+320
+0.7% +$146K 0.24% 67
2021
Q4 		$20.5M Buy
+44,176
New +$18.6M 0.21% 75

Other funds holding ELV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Yousif Capital Management reduced its Elevance Health (ELV) stake by 5.9% in Q2 2026, selling an estimated $705K and leaving 30,222 shares worth $11.7M. The position accounts for 0.13% of the portfolio, ranked #129.

Yousif Capital Management first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.1M in Q4 2022. 330 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Yousif Capital Management held 30,222 shares of Elevance Health worth $11.7M as of Q2 2026.
  • Yousif Capital Management sold 1,901 Elevance Health shares in Q2 2026, an estimated $705K.
  • Elevance Health made up 0.13% of Yousif Capital Management's portfolio in Q2 2026, its #129 holding.
  • Yousif Capital Management first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Elevance Health position peaked at $24.1M in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.