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Advisory Resource Group’s Elevance Health ELV Stock Holding History

Advisory Resource Group’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 		– Sell
-18,304
Closed -$5.36M – 187
2026
Q1 		$5.36M Sell
18,304
-160
-0.9% -$52.6K 0.92% 32
2025
Q4 		$6.47M Sell
18,464
-464
-2% -$157K 1.14% 24
2025
Q3 		$6.12M Buy
18,928
+5,694
+43% +$1.77M 1.1% 25
2025
Q2 		$5.15M Buy
+13,234
New +$5.32M 0.99% 31

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

Advisory Resource Group's ELV Position: Q2 2026 in Review

Advisory Resource Group sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 18,304 shares — an estimated $5.36M sold.

Advisory Resource Group first reported a position in ELV in Q2 2025 and held it in 4 quarters. The position peaked at $6.47M in Q4 2025. 1,606 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Advisory Resource Group reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
  • Advisory Resource Group sold 18,304 Elevance Health shares in Q2 2026, an estimated $5.36M.
  • Advisory Resource Group first reported a position in Elevance Health in Q2 2025 and held it in 4 quarters.
  • Advisory Resource Group's Elevance Health position peaked at $6.47M in Q4 2025.
  • 1,606 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.