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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ameritas Advisory Services's ELV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Elevance Health (ELV) stake by 17% in Q1 2026, selling an estimated $83.5K and leaving 1,242 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #692.

Ameritas Advisory Services first reported a position in ELV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q1 2022. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

Ameritas Advisory Services held 1,242 shares of Elevance Health worth $363K as of Q1 2026.
Ameritas Advisory Services sold 254 Elevance Health shares in Q1 2026, an estimated $83.5K.
Elevance Health made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #692 holding.
Ameritas Advisory Services first reported a position in Elevance Health in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Elevance Health position peaked at $1.54M in Q1 2022.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.