AI
ELV icon

AXS Investments’s Elevance Health ELV Stock Holding History

AXS Investments’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 		$155K Sell
400
-100
-20% -$37.1K 0.04% 125
2026
Q1 		$146K Sell
500
-99
-17% -$32.5K 0.06% 127
2025
Q4 		$210K Sell
599
-79
-12% -$26.7K 0.07% 128
2025
Q3 		$219K Buy
+678
New +$211K 0.07% 128
2025
Q2 		– Sell
-681
Closed -$296K – 171
2025
Q1 		$296K Buy
681
+51
+8% +$20.5K 0.08% 196
2024
Q4 		$232K Sell
630
-70
-10% -$29.3K 0.06% 214
2024
Q3 		$364K Buy
700
+11
+2% +$5.88K 0.1% 208
2024
Q2 		$373K Sell
689
-143
-17% -$75.6K 0.1% 206
2024
Q1 		$431K Buy
832
+108
+15% +$53.7K 0.1% 230
2023
Q4 		$341K Sell
724
-51
-7% -$23.6K 0.08% 250
2023
Q3 		$337K Sell
775
-140
-15% -$63.5K 0.09% 234
2023
Q2 		$407K Sell
915
-37
-4% -$17.1K 0.11% 225
2023
Q1 		$438K Sell
952
-119
-11% -$56.6K 0.14% 182
2022
Q4 		$549K Buy
1,071
+1
+0.1% +$508 0.2% 159
2022
Q3 		$486K Sell
1,070
-224
-17% -$107K 0.19% 164
2022
Q2 		$624K Sell
1,294
-291
-18% -$144K 0.22% 159
2022
Q1 		$779K Sell
1,585
-454
-22% -$208K 0.31% 70
2021
Q4 		$945K Buy
+2,039
New +$858K 0.22% 80
2021
Q3 		– Sell
-2,398
Closed -$916K – 143
2021
Q2 		$916K Sell
2,398
-657
-22% -$251K 0.28% 81
2021
Q1 		$1.1M Buy
+3,055
New +$982K 0.39% 64

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

AXS Investments's ELV Position: Q2 2026 in Review

AXS Investments reduced its Elevance Health (ELV) stake by 20% in Q2 2026, selling an estimated $37.1K and leaving 400 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #125.

AXS Investments first reported a position in ELV in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q1 2021. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • AXS Investments held 400 shares of Elevance Health worth $155K as of Q2 2026.
  • AXS Investments sold 100 Elevance Health shares in Q2 2026, an estimated $37.1K.
  • Elevance Health made up 0.04% of AXS Investments's portfolio in Q2 2026, its #125 holding.
  • AXS Investments first reported a position in Elevance Health in Q1 2021 and has held it in 20 quarters since.
  • AXS Investments's Elevance Health position peaked at $1.1M in Q1 2021.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.