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Aptus Capital Advisors’s Elevance Health ELV Stock Holding History

Aptus Capital 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 		$8.82M Buy
22,818
+13,088
+135% +$4.85M 0.06% 253
2026
Q1 		$2.85M Sell
9,730
-22,899
-70% -$7.53M 0.02% 421
2025
Q4 		$11.4M Buy
32,629
+809
+3% +$273K 0.08% 196
2025
Q3 		$10.3M Sell
31,820
-25,068
-44% -$7.8M 0.07% 203
2025
Q2 		$22.1M Buy
56,888
+13,223
+30% +$5.32M 0.18% 114
2025
Q1 		$19M Buy
43,665
+40,032
+1,102% +$16.1M 0.2% 111
2024
Q4 		$1.34M Sell
3,633
-27,660
-88% -$11.6M 0.01% 461
2024
Q3 		$16.3M Buy
31,293
+28,756
+1,133% +$15.4M 0.24% 98
2024
Q2 		$1.37M Buy
2,537
+111
+5% +$58.7K 0.02% 339
2024
Q1 		$1.26M Sell
2,426
-15,333
-86% -$7.63M 0.02% 360
2023
Q4 		$8.37M Sell
17,759
-12
-0.1% -$5.55K 0.23% 94
2023
Q3 		$7.74M Sell
17,771
-5,520
-24% -$2.5M 0.21% 97
2023
Q2 		$10.3M Sell
23,291
-6,927
-23% -$3.2M 0.25% 88
2023
Q1 		$13.9M Sell
30,218
-1,461
-5% -$695K 0.37% 54
2022
Q4 		$16.3M Buy
31,679
+1,895
+6% +$962K 0.5% 42
2022
Q3 		$13.5M Buy
29,784
+3,584
+14% +$1.71M 0.33% 41
2022
Q2 		$12.6M Buy
26,200
+8,272
+46% +$4.09M 0.33% 43
2022
Q1 		$8.81M Buy
17,928
+4,794
+37% +$2.19M 0.22% 67
2021
Q4 		$6.09M Buy
13,134
+1,888
+17% +$794K 0.18% 75
2021
Q3 		$4.19M Buy
11,246
+2,337
+26% +$888K 0.11% 105
2021
Q2 		$3.4M Buy
8,909
+1,199
+16% +$458K 0.1% 106
2021
Q1 		$2.77M Buy
+7,710
New +$2.48M 0.1% 107

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aptus Capital Advisors's ELV Position: Q2 2026 in Review

Aptus Capital Advisors increased its Elevance Health (ELV) stake by 135% in Q2 2026, buying an estimated $4.85M and bringing the position to 22,818 shares worth $8.82M. The position accounts for 0.06% of the portfolio, ranked #253.

Aptus Capital Advisors first reported a position in ELV in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.1M in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Aptus Capital Advisors held 22,818 shares of Elevance Health worth $8.82M as of Q2 2026.
  • Aptus Capital Advisors bought 13,088 Elevance Health shares in Q2 2026, an estimated $4.85M.
  • Elevance Health made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #253 holding.
  • Aptus Capital Advisors first reported a position in Elevance Health in Q1 2021 and has held it in 22 quarters since.
  • Aptus Capital Advisors's Elevance Health position peaked at $22.1M in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.