Ameritas Advisory Services
ELV icon

Ameritas Advisory Services’s Elevance Health ELV Stock Holding History

Ameritas Advisory Services’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
Q3 		$601K Sell
1,546
-132
-8% -$52.7K 0.01% 726
2026
Q2 		$649K Buy
1,678
+436
+35% +$162K 0.01% 692
2026
Q1 		$363K Sell
1,242
-254
-17% -$83.5K 0.01% 692
2025
Q4 		$524K Buy
1,496
+1,148
+330% +$388K 0.02% 548
2025
Q3 		$112K Sell
348
-666
-66% -$207K 0.01% 798
2025
Q2 		$394K Sell
1,014
-1,029
-50% -$414K 0.02% 560
2025
Q1 		$850K Sell
2,043
-4
-0.2% -$1.61K 0.03% 447
2024
Q4 		$755K Sell
2,047
-88
-4% -$36.8K 0.03% 485
2024
Q3 		$1.11M Sell
2,135
-1
-0% -$534 0.05% 357
2024
Q2 		$1.16M Buy
2,136
+456
+27% +$241K 0.04% 369
2024
Q1 		$876K Sell
1,680
-189
-10% -$94K 0.04% 406
2023
Q4 		$904K Sell
1,869
-87
-4% -$40.2K 0.05% 306
2023
Q3 		$876K Buy
1,956
+1,387
+244% +$629K 0.04% 364
2023
Q2 		$244K Sell
569
-1,128
-66% -$520K 0.03% 469
2023
Q1 		$784K Sell
1,697
-426
-20% -$203K 0.04% 368
2022
Q4 		$1.09M Buy
2,123
+366
+21% +$186K 0.05% 329
2022
Q3 		$798K Buy
1,757
+70
+4% +$33.5K 0.05% 326
2022
Q2 		$814K Sell
1,687
-1,448
-46% -$716K 0.05% 334
2022
Q1 		$1.54M Buy
3,135
+1,552
+98% +$709K 0.06% 253
2021
Q4 		$734K Buy
+1,583
New +$666K 0.03% 400

Other funds holding ELV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ameritas Advisory Services's ELV Position: Q3 2026 in Review

Ameritas Advisory Services reduced its Elevance Health (ELV) stake by 7.9% in Q3 2026, selling an estimated $52.7K and leaving 1,546 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #726.

Ameritas Advisory Services first reported a position in ELV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q1 2022. 1,385 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Ameritas Advisory Services held 1,546 shares of Elevance Health worth $601K as of Q3 2026.
  • Ameritas Advisory Services sold 132 Elevance Health shares in Q3 2026, an estimated $52.7K.
  • Elevance Health made up 0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #726 holding.
  • Ameritas Advisory Services first reported a position in Elevance Health in Q4 2021 and has held it in 20 quarters since.
  • Ameritas Advisory Services's Elevance Health position peaked at $1.54M in Q1 2022.
  • 1,385 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.