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ALPS Advisors’s Elevance Health ELV Stock Holding History

ALPS 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 		$2.03M Buy
5,254
+2,361
+82% +$876K 0.01% 515
2026
Q1 		$847K Sell
2,893
-195
-6% -$64.1K ﹤0.01% 605
2025
Q4 		$1.08M Buy
3,088
+10
+0.3% +$3.38K 0.01% 546
2025
Q3 		$995K Sell
3,078
-747
-20% -$232K 0.01% 510
2025
Q2 		$1.49M Sell
3,825
-18
-0.5% -$7.24K 0.01% 417
2025
Q1 		$1.67M Buy
3,843
+40
+1% +$16.1K 0.01% 374
2024
Q4 		$1.4M Sell
3,803
-12
-0.3% -$5.02K 0.01% 404
2024
Q3 		$1.98M Sell
3,815
-4,257
-53% -$2.27M 0.01% 362
2024
Q2 		$4.37M Hold
8,072
– – 0.03% 242
2024
Q1 		$4.19M Buy
8,072
+104
+1% +$51.7K 0.03% 251
2023
Q4 		$3.76M Buy
7,968
+39
+0.5% +$18K 0.03% 254
2023
Q3 		$3.45M Buy
7,929
+6,700
+545% +$3.04M 0.03% 252
2023
Q2 		$546K Sell
1,229
-26
-2% -$12K ﹤0.01% 598
2023
Q1 		$577K Sell
1,255
-68
-5% -$32.4K 0.01% 565
2022
Q4 		$679K Sell
1,323
-73
-5% -$37.1K 0.01% 538
2022
Q3 		$634K Buy
+1,396
New +$668K 0.01% 553
2021
Q4 		– Sell
-1,348
Closed -$503K – 919
2021
Q3 		$503K Sell
1,348
-295
-18% -$112K ﹤0.01% 499
2021
Q2 		$627K Sell
1,643
-59
-3% -$22.5K 0.01% 488
2021
Q1 		$611K Sell
1,702
-1,420
-45% -$457K 0.01% 475
2020
Q4 		$1M Sell
3,122
-711
-19% -$218K 0.01% 389
2020
Q3 		$1.03M Buy
3,833
+2,988
+354% +$804K 0.02% 353
2020
Q2 		$222K Sell
845
-96
-10% -$25.6K ﹤0.01% 728
2020
Q1 		$214K Buy
+941
New +$256K ﹤0.01% 729
2017
Q1 		– Sell
-3,321
Closed -$477K – 767
2016
Q4 		$477K Buy
+3,321
New +$445K ﹤0.01% 442

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
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

ALPS Advisors's ELV Position: Q2 2026 in Review

ALPS Advisors increased its Elevance Health (ELV) stake by 82% in Q2 2026, buying an estimated $876K and bringing the position to 5,254 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #515.

ALPS Advisors first reported a position in ELV in Q4 2016 and has held it in 24 quarters since. The position peaked at $4.37M in Q2 2024. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • ALPS Advisors held 5,254 shares of Elevance Health worth $2.03M as of Q2 2026.
  • ALPS Advisors bought 2,361 Elevance Health shares in Q2 2026, an estimated $876K.
  • Elevance Health made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #515 holding.
  • ALPS Advisors first reported a position in Elevance Health in Q4 2016 and has held it in 24 quarters since.
  • ALPS Advisors's Elevance Health position peaked at $4.37M in Q2 2024.
  • 917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.