Avestar Capital
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
Q3 		$517K Buy
1,329
+270
+25% +$108K 0.04% 353
2026
Q2 		$410K Buy
+1,059
New +$393K 0.02% 419
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% 230
2024
Q2 		$617K Buy
1,138
+140
+14% +$74K 0.06% 217
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

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Avestar Capital's ELV Position: Q3 2026 in Review

Avestar Capital increased its Elevance Health (ELV) stake by 25% in Q3 2026, buying an estimated $108K and bringing the position to 1,329 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #353.

Avestar Capital first reported a position in ELV in Q4 2017 and has held it in 19 quarters since. The position peaked at $658K in Q2 2025. 936 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Avestar Capital held 1,329 shares of Elevance Health worth $517K as of Q3 2026.
  • Avestar Capital bought 270 Elevance Health shares in Q3 2026, an estimated $108K.
  • Elevance Health made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #353 holding.
  • Avestar Capital first reported a position in Elevance Health in Q4 2017 and has held it in 19 quarters since.
  • Avestar Capital's Elevance Health position peaked at $658K in Q2 2025.
  • 936 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.