AO
ELV icon

Advisor OS’s Elevance Health ELV Stock Holding History

Advisor OS’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 		$261K Buy
+675
New +$250K 0.02% 484
2026
Q1 		– Sell
-1,830
Closed -$642K – 594
2025
Q4 		$642K Buy
1,830
+58
+3% +$19.6K 0.05% 243
2025
Q3 		$573K Buy
1,772
+102
+6% +$31.7K 0.05% 236
2025
Q2 		$650K Buy
1,670
+1,075
+181% +$432K 0.06% 211
2025
Q1 		$259K Buy
+595
New +$239K 0.03% 357
2024
Q3 		– Sell
-380
Closed -$206K – 414
2024
Q2 		$206K Buy
+380
New +$201K 0.02% 374
2024
Q1 		– Sell
-551
Closed -$260K – 393
2023
Q4 		$260K Buy
+551
New +$255K 0.03% 281

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's ELV Position: Q2 2026 in Review

Advisor OS opened a new position in Elevance Health (ELV) in Q2 2026: 675 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #484 among its holdings. This is a return to the name: Advisor OS previously reported a position in ELV as recently as Q4 2025.

Advisor OS first reported a position in ELV in Q4 2023 and has held it in 7 quarters since. The position peaked at $650K in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Advisor OS held 675 shares of Elevance Health worth $261K as of Q2 2026.
  • Elevance Health was a new Advisor OS position in Q2 2026.
  • Elevance Health made up 0.02% of Advisor OS's portfolio in Q2 2026, its #484 holding.
  • Advisor OS first reported a position in Elevance Health in Q4 2023 and has held it in 7 quarters since.
  • Advisor OS's Elevance Health position peaked at $650K in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.