Bellwether Advisors’s Elevance Health ELV Stock Holding History

Bellwether 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 Q3	$1.22M	Buy	+3,145	New	+$1.26M	0.18%	102
2025 Q3	–	Sell	-4	Closed	-$1.56K	–	271
2025 Q2	$1.56K	Hold	4	–	–	﹤0.01%	510
2025 Q1	$1.74K	Hold	4	–	–	﹤0.01%	442
2024 Q4	$1.48K	Buy	+4	New	+$1.67K	﹤0.01%	465
2023 Q2	–	Sell	-4	Closed	-$1.84K	–	202
2023 Q1	$1.84K	Hold	4	–	–	﹤0.01%	348
2022 Q4	$2.05K	Sell	4 -1	-20%	-$508	﹤0.01%	355
2022 Q3	$2K	Buy	5 +1	+25%	+$478	﹤0.01%	382
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	353
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	498
2021 Q4	$1K	Sell	4 -4	-50%	-$1.68K	﹤0.01%	526
2021 Q3	$2K	Buy	8 +4	+100%	+$1.52K	﹤0.01%	465
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	395
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	370
2020 Q4	$1K	Buy	+4	New	+$1.23K	﹤0.01%	311

Other funds holding ELV

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Bellwether Advisors's ELV Position: Q3 2026 in Review

Bellwether Advisors opened a new position in Elevance Health (ELV) in Q3 2026: 3,145 shares worth $1.22M. The stake represents 0.18% of the portfolio and ranks #102 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in ELV as recently as Q2 2025.

Bellwether Advisors first reported a position in ELV in Q4 2020 and has held it in 14 quarters since. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

Bellwether Advisors held 3,145 shares of Elevance Health worth $1.22M as of Q3 2026.
Elevance Health was a new Bellwether Advisors position in Q3 2026.
Elevance Health made up 0.18% of Bellwether Advisors's portfolio in Q3 2026, its #102 holding.
Bellwether Advisors first reported a position in Elevance Health in Q4 2020 and has held it in 14 quarters since.
1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.