AWA
ELV icon

Aaron Wealth Advisors’s Elevance Health ELV Stock Holding History

Aaron Wealth Advisors’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 		$1.27M Buy
3,284
+580
+21% +$215K 0.06% 194
2026
Q1 		$792K Buy
2,704
+154
+6% +$50.6K 0.04% 277
2025
Q4 		$894K Buy
2,550
+290
+13% +$98K 0.05% 273
2025
Q3 		$730K Buy
2,260
+1,173
+108% +$365K 0.04% 310
2025
Q2 		$423K Buy
1,087
+434
+66% +$175K 0.04% 283
2025
Q1 		$284K Buy
+653
New +$262K 0.03% 336
2024
Q4 		– Sell
-826
Closed -$430K – 464
2024
Q3 		$430K Buy
826
+56
+7% +$29.9K 0.05% 223
2024
Q2 		$417K Buy
770
+208
+37% +$110K 0.06% 186
2024
Q1 		$291K Buy
562
+81
+17% +$40.3K 0.04% 228
2023
Q4 		$227K Sell
481
-7,636
-94% -$3.53M 0.04% 227
2023
Q3 		$3.53M Buy
8,117
+6,535
+413% +$2.96M 0.46% 36
2023
Q2 		$703K Buy
1,582
+63
+4% +$29.1K 0.09% 123
2023
Q1 		$698K Buy
1,519
+70
+5% +$33.3K 0.1% 123
2022
Q4 		$743K Sell
1,449
-41
-3% -$20.8K 0.11% 109
2022
Q3 		$677K Buy
1,490
+15
+1% +$7.18K 0.12% 94
2022
Q2 		$711K Sell
1,475
-666,092
-100% -$330M 0.18% 76
2022
Q1 		$1.36M Buy
667,567
+666,040
+43,618% +$304M 0.02% 292
2021
Q4 		$707K Buy
1,527
+82
+6% +$34.5K 0.2% 76
2021
Q3 		$538K Buy
1,445
+11
+0.8% +$4.18K 0.15% 83
2021
Q2 		$547K Sell
1,434
-4
-0.3% -$1.53K 0.18% 81
2021
Q1 		$516K Buy
1,438
+6
+0.4% +$1.93K 0.19% 83
2020
Q4 		$459K Buy
+1,432
New +$439K 0.17% 85

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
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

Aaron Wealth Advisors's ELV Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Elevance Health (ELV) stake by 21% in Q2 2026, buying an estimated $215K and bringing the position to 3,284 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #194.

Aaron Wealth Advisors first reported a position in ELV in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.53M in Q3 2023. 375 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Aaron Wealth Advisors held 3,284 shares of Elevance Health worth $1.27M as of Q2 2026.
  • Aaron Wealth Advisors bought 580 Elevance Health shares in Q2 2026, an estimated $215K.
  • Elevance Health made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • Aaron Wealth Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 22 quarters since.
  • Aaron Wealth Advisors's Elevance Health position peaked at $3.53M in Q3 2023.
  • 375 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.