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AssuredPartners Investment Advisors’s Elevance Health ELV Stock Holding History

AssuredPartners Investment 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 		$312K Buy
808
+66
+9% +$24.5K 0.03% 334
2026
Q1 		$225K Buy
742
+47
+7% +$15.4K 0.02% 365
2025
Q4 		$244K Buy
+695
New +$235K 0.04% 302
2025
Q2 		– Sell
-1,110
Closed -$483K – 273
2025
Q1 		$483K Buy
1,110
+23
+2% +$9.23K 0.09% 203
2024
Q4 		$401K Buy
+1,087
New +$455K 0.08% 224

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's ELV Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Elevance Health (ELV) stake by 8.9% in Q2 2026, buying an estimated $24.5K and bringing the position to 808 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #334.

AssuredPartners Investment Advisors first reported a position in ELV in Q4 2024 and has held it in 5 quarters since. The position peaked at $483K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • AssuredPartners Investment Advisors held 808 shares of Elevance Health worth $312K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 66 Elevance Health shares in Q2 2026, an estimated $24.5K.
  • Elevance Health made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #334 holding.
  • AssuredPartners Investment Advisors first reported a position in Elevance Health in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's Elevance Health position peaked at $483K in Q1 2025.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.