American Capital Advisory’s Elevance Health ELV Stock Holding History

American Capital Advisory’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	$5.03K	Buy	13 +5	+63%	+$1.85K	﹤0.01%	446
2026 Q1	$2.34K	Buy	8 +2	+33%	+$657	﹤0.01%	507
2025 Q4	$2.1K	Buy	6 +1	+20%	+$338	﹤0.01%	462
2025 Q3	$1.62K	Buy	5 +1	+25%	+$311	﹤0.01%	461
2025 Q2	$1.56K	Buy	4 +2	+100%	+$804	﹤0.01%	436
2025 Q1	$870	Buy	+2	New	+$803	﹤0.01%	451

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

American Capital Advisory's ELV Position: Q2 2026 in Review

American Capital Advisory increased its Elevance Health (ELV) stake by 63% in Q2 2026, buying an estimated $1.85K and bringing the position to 13 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

American Capital Advisory first reported a position in ELV in Q1 2025 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

American Capital Advisory held 13 shares of Elevance Health worth $5.03K as of Q2 2026.
American Capital Advisory bought 5 Elevance Health shares in Q2 2026, an estimated $1.85K.
Elevance Health made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #446 holding.
American Capital Advisory first reported a position in Elevance Health in Q1 2025 and has held it in 6 quarters since.
917 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.