Alta Advisers’s Elevance Health ELV Stock Holding History

Alta Advisers’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	$321K	Hold	831	–	–	0.07%	129
2026 Q1	$243K	Hold	831	–	–	0.09%	173
2025 Q4	$291K	Sell	831 -240	-22%	-$81.1K	0.11%	140
2025 Q3	$346K	Hold	1,071	–	–	0.11%	157
2025 Q2	$417K	Hold	1,071	–	–	0.15%	125
2025 Q1	$466K	Buy	1,071 +300	+39%	+$120K	0.2%	103
2024 Q4	$284K	Buy	771 +171	+29%	+$71.6K	0.18%	106
2024 Q3	$312K	Hold	600	–	–	0.14%	86
2024 Q2	$325K	Hold	600	–	–	0.16%	77
2024 Q1	$311K	Hold	600	–	–	0.15%	81
2023 Q4	$283K	Hold	600	–	–	0.15%	81
2023 Q3	$261K	Hold	600	–	–	0.15%	79
2023 Q2	$267K	Hold	600	–	–	0.15%	82
2023 Q1	$276K	Hold	600	–	–	0.16%	76
2022 Q4	$308K	Hold	600	–	–	0.18%	68
2022 Q3	$273K	Buy	+600	New	+$287K	0.17%	69

Other funds holding ELV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alta Advisers's ELV Position: Q2 2026 in Review

Alta Advisers held its Elevance Health (ELV) position steady in Q2 2026 at 831 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #129.

Alta Advisers first reported a position in ELV in Q3 2022 and has held it in 16 quarters since. The position peaked at $466K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Alta Advisers held 831 shares of Elevance Health worth $321K as of Q2 2026.
Alta Advisers left its Elevance Health share count unchanged in Q2 2026.
Elevance Health made up 0.07% of Alta Advisers's portfolio in Q2 2026, its #129 holding.
Alta Advisers first reported a position in Elevance Health in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Elevance Health position peaked at $466K in Q1 2025.
1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.