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Beacon Pointe Advisors’s Elevance Health ELV Stock Holding History

Beacon Pointe 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 		$2.92M Buy
7,555
+458
+6% +$170K 0.01% 652
2026
Q1 		$2.08M Buy
7,097
+1,255
+21% +$412K 0.01% 716
2025
Q4 		$2.05M Buy
5,842
+541
+10% +$183K 0.01% 601
2025
Q3 		$1.71M Buy
5,301
+1,336
+34% +$416K 0.01% 584
2025
Q2 		$1.54M Sell
3,965
-844
-18% -$339K 0.02% 539
2025
Q1 		$2.09M Buy
4,809
+108
+2% +$43.4K 0.02% 453
2024
Q4 		$1.73M Sell
4,701
-2,925
-38% -$1.22M 0.02% 494
2024
Q3 		$3.97M Sell
7,626
-131
-2% -$70K 0.05% 334
2024
Q2 		$4.2M Sell
7,757
-332
-4% -$175K 0.05% 319
2024
Q1 		$4.19M Sell
8,089
-222
-3% -$110K 0.05% 332
2023
Q4 		$3.92M Sell
8,311
-496
-6% -$229K 0.05% 339
2023
Q3 		$3.83M Buy
8,807
+637
+8% +$289K 0.05% 327
2023
Q2 		$3.63M Sell
8,170
-1,145
-12% -$528K 0.06% 274
2023
Q1 		$4.28M Buy
9,315
+389
+4% +$185K 0.07% 241
2022
Q4 		$4.58M Sell
8,926
-607
-6% -$308K 0.09% 206
2022
Q3 		$4.32M Sell
9,533
-707
-7% -$338K 0.1% 188
2022
Q2 		$4.92M Sell
10,240
-789
-7% -$390K 0.1% 184
2022
Q1 		$5.42M Buy
11,029
+6,905
+167% +$3.16M 0.07% 240
2021
Q4 		$1.91M Sell
4,124
-10,928
-73% -$4.6M 0.05% 262
2021
Q3 		$5.61M Buy
15,052
+11,750
+356% +$4.47M 0.14% 156
2021
Q2 		$1.26M Buy
3,302
+2,601
+371% +$994K 0.04% 293
2021
Q1 		$251K Sell
701
-8
-1% -$2.57K 0.02% 432
2020
Q4 		$228K Buy
+709
New +$218K 0.02% 436
2020
Q2 		– Sell
-2,022
Closed -$459K – 403
2020
Q1 		$459K Buy
+2,022
New +$551K 0.07% 183
2019
Q4 		– Sell
-900
Closed -$216K – 220
2019
Q3 		$216K Buy
+900
New +$247K 0.09% 160
2019
Q2 		– Sell
-805
Closed -$231K – 209
2019
Q1 		$231K Sell
805
-113
-12% -$32.7K 0.09% 164
2018
Q4 		$241K Buy
+918
New +$252K 0.15% 140

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

Beacon Pointe Advisors's ELV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Elevance Health (ELV) stake by 6.5% in Q2 2026, buying an estimated $170K and bringing the position to 7,555 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #652.

Beacon Pointe Advisors first reported a position in ELV in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.61M in Q3 2021. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Beacon Pointe Advisors held 7,555 shares of Elevance Health worth $2.92M as of Q2 2026.
  • Beacon Pointe Advisors bought 458 Elevance Health shares in Q2 2026, an estimated $170K.
  • Elevance Health made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #652 holding.
  • Beacon Pointe Advisors first reported a position in Elevance Health in Q4 2018 and has held it in 27 quarters since.
  • Beacon Pointe Advisors's Elevance Health position peaked at $5.61M in Q3 2021.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.