Allen Investment Management’s Elevance Health ELV Stock Holding History

Allen Investment 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	–	Sell	-4,098	Closed	-$1.2M	–	229
2026 Q1	$1.2M	Hold	4,098	–	–	0.01%	142
2025 Q4	$1.44M	Hold	4,098	–	–	0.02%	140
2025 Q3	$1.32M	Hold	4,098	–	–	0.01%	130
2025 Q2	$1.59M	Hold	4,098	–	–	0.02%	117
2025 Q1	$1.78M	Sell	4,098 -212	-5%	-$85.1K	0.02%	117
2024 Q4	$1.59M	Hold	4,310	–	–	0.02%	118
2024 Q3	$2.24M	Sell	4,310 -911	-17%	-$487K	0.03%	111
2024 Q2	$2.83M	Hold	5,221	–	–	0.03%	105
2024 Q1	$2.71M	Hold	5,221	–	–	0.03%	101
2023 Q4	$2.46M	Sell	5,221 -16	-0.3%	-$7.4K	0.03%	103
2023 Q3	$2.28M	Buy	+5,237	New	+$2.38M	0.03%	100

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AACR

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

Allen Investment Management's ELV Position: Q2 2026 in Review

Allen Investment Management sold out of Elevance Health (ELV) in Q2 2026, closing a stake of 4,098 shares — an estimated $1.2M sold.

Allen Investment Management first reported a position in ELV in Q3 2023 and held it in 11 quarters. The position peaked at $2.83M in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Allen Investment Management reported no remaining Elevance Health position as of Q2 2026 after selling out during the quarter.
Allen Investment Management sold 4,098 Elevance Health shares in Q2 2026, an estimated $1.2M.
Allen Investment Management first reported a position in Elevance Health in Q3 2023 and held it in 11 quarters.
Allen Investment Management's Elevance Health position peaked at $2.83M in Q2 2024.
917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.