AC
ELV icon

Avestar Capital’s Elevance Health ELV Stock Holding History

Avestar Capital’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 		$410K Buy
+1,059
New +$393K 0.02% 418
2026
Q1 		– Sell
-964
Closed -$338K – 523
2025
Q4 		$338K Buy
+964
New +$326K 0.02% 398
2025
Q3 		– Sell
-1,692
Closed -$658K – 495
2025
Q2 		$658K Buy
1,692
+695
+70% +$280K 0.05% 284
2025
Q1 		$434K Buy
997
+130
+15% +$52.2K 0.04% 312
2024
Q4 		$320K Sell
867
-326
-27% -$136K 0.03% 370
2024
Q3 		$620K Buy
1,193
+55
+5% +$29.4K 0.06% 229
2024
Q2 		$617K Buy
1,138
+140
+14% +$74K 0.06% 216
2024
Q1 		$518K Buy
998
+221
+28% +$110K 0.05% 234
2023
Q4 		$366K Buy
777
+233
+43% +$108K 0.04% 256
2023
Q3 		$237K Buy
+544
New +$247K 0.03% 297
2022
Q2 		– Sell
-462
Closed -$227K – 323
2022
Q1 		$227K Buy
+462
New +$211K 0.04% 357
2019
Q3 		– Sell
-27
Closed -$5K – 366
2019
Q2 		$5K Hold
27
– – ﹤0.01% 577
2019
Q1 		$5K Hold
27
– – ﹤0.01% 562
2018
Q4 		$5K Hold
27
– – ﹤0.01% 526
2018
Q3 		$5K Sell
27
-20
-43% -$5.19K ﹤0.01% 542
2018
Q2 		$8K Buy
47
+6
+15% +$1.39K 0.01% 494
2018
Q1 		$8K Buy
41
+1
+3% +$235 0.01% 459
2017
Q4 		$8K Buy
+40
New +$8.52K 0.01% 478

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

Avestar Capital's ELV Position: Q2 2026 in Review

Avestar Capital opened a new position in Elevance Health (ELV) in Q2 2026: 1,059 shares worth $410K. The stake represents 0.02% of the portfolio and ranks #418 among its holdings. This is a return to the name: Avestar Capital previously reported a position in ELV as recently as Q4 2025.

Avestar Capital first reported a position in ELV in Q4 2017 and has held it in 18 quarters since. The position peaked at $658K in Q2 2025. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Avestar Capital held 1,059 shares of Elevance Health worth $410K as of Q2 2026.
  • Elevance Health was a new Avestar Capital position in Q2 2026.
  • Elevance Health made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #418 holding.
  • Avestar Capital first reported a position in Elevance Health in Q4 2017 and has held it in 18 quarters since.
  • Avestar Capital's Elevance Health position peaked at $658K in Q2 2025.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.