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Bell Investment Advisors’s Elevance Health ELV Stock Holding History

Bell Investment 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 		$372K Buy
962
+24
+3% +$8.9K 0.05% 101
2026
Q1 		$275K Buy
938
+15
+2% +$4.93K 0.04% 107
2025
Q4 		$323K Sell
923
-19
-2% -$6.42K 0.05% 96
2025
Q3 		$304K Sell
942
-77
-8% -$23.9K 0.05% 101
2025
Q2 		$396K Buy
1,019
+29
+3% +$11.7K 0.07% 87
2025
Q1 		$430K Buy
990
+36
+4% +$14.5K 0.08% 72
2024
Q4 		$352K Sell
954
-75
-7% -$31.4K 0.07% 80
2024
Q3 		$535K Hold
1,029
– – 0.1% 66
2024
Q2 		$557K Buy
1,029
+26
+3% +$13.7K 0.11% 62
2024
Q1 		$520K Buy
1,003
+14
+1% +$6.96K 0.1% 64
2023
Q4 		$466K Buy
989
+20
+2% +$9.25K 0.1% 62
2023
Q3 		$422K Buy
969
+7
+0.7% +$3.17K 0.09% 64
2023
Q2 		$427K Buy
962
+8
+0.8% +$3.69K 0.09% 60
2023
Q1 		$439K Sell
954
-12
-1% -$5.71K 0.1% 59
2022
Q4 		$495K Buy
966
+820
+562% +$416K 0.12% 53
2022
Q3 		$66K Buy
146
+14
+11% +$6.7K 0.02% 106
2022
Q2 		$64K Buy
+132
New +$65.3K 0.02% 112
2021
Q4 		$59K Buy
128
+28
+28% +$11.8K 0.02% 140
2021
Q3 		$37K Buy
+100
New +$38K 0.01% 177

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

Bell Investment Advisors's ELV Position: Q2 2026 in Review

Bell Investment Advisors increased its Elevance Health (ELV) stake by 2.6% in Q2 2026, buying an estimated $8.9K and bringing the position to 962 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #101.

Bell Investment Advisors first reported a position in ELV in Q3 2021 and has held it in 19 quarters since. The position peaked at $557K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Bell Investment Advisors held 962 shares of Elevance Health worth $372K as of Q2 2026.
  • Bell Investment Advisors bought 24 Elevance Health shares in Q2 2026, an estimated $8.9K.
  • Elevance Health made up 0.05% of Bell Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Bell Investment Advisors first reported a position in Elevance Health in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Elevance Health position peaked at $557K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.