Zions Bancorporation, National Association’s Elevance Health ELV Stock Holding History

Zions Bancorporation, National Association’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	$136K	Buy	351 +76	+28%	+$28.2K	0.01%	400
2026 Q1	$80.5K	Sell	275 -562	-67%	-$185K	0.01%	449
2025 Q4	$293K	Buy	837 +378	+82%	+$128K	0.01%	375
2025 Q3	$148K	Sell	459 -145	-24%	-$45.1K	0.01%	415
2025 Q2	$235K	Buy	604 +303	+101%	+$122K	0.01%	325
2025 Q1	$131K	Buy	+301	New	+$121K	0.01%	365

Other funds holding ELV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

HGIM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Zions Bancorporation, National Association's ELV Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Elevance Health (ELV) stake by 28% in Q2 2026, buying an estimated $28.2K and bringing the position to 351 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #400.

Zions Bancorporation, National Association first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q4 2025. 758 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Zions Bancorporation, National Association held 351 shares of Elevance Health worth $136K as of Q2 2026.
Zions Bancorporation, National Association bought 76 Elevance Health shares in Q2 2026, an estimated $28.2K.
Elevance Health made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #400 holding.
Zions Bancorporation, National Association first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Elevance Health position peaked at $293K in Q4 2025.
758 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.