Bank of Montreal’s Elevance Health ELV Stock Holding History

Bank of Montreal’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
2025 Q2	–	Sell	-22,800	Closed	-$9.92M	–	3570
2025 Q1	$9.92M	Buy	+22,800	New	+$9.15M	﹤0.01%	932
2019 Q2	–	Sell	-31,300	Closed	-$8.98M	–	4903
2019 Q1	$8.98M	Buy	31,300 +27,300	+683%	+$7.9M	0.01%	888
2018 Q4	$1.05M	Buy	+4,000	New	+$1.1M	﹤0.01%	1865

Other funds holding ELV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal's ELV Position: Q2 2026 in Review

Bank of Montreal increased its Elevance Health (ELV) stake by 13% in Q2 2026, buying an estimated $10.5M and bringing the position to 252,092 shares worth $97.5M. The position accounts for 0.03% of the portfolio, ranked #398.

Bank of Montreal first reported a position in ELV in Q2 2013 and has held it in 53 quarters since. The position peaked at $240M in Q1 2024. 1,117 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

Bank of Montreal held 252,092 shares of Elevance Health worth $97.5M as of Q2 2026.
Bank of Montreal bought 28,373 Elevance Health shares in Q2 2026, an estimated $10.5M.
Elevance Health made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #398 holding.
Bank of Montreal first reported a position in Elevance Health in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Elevance Health position peaked at $240M in Q1 2024.
1,117 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.