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Benchmark Investment Advisors’s Elevance Health ELV Stock Holding History

Benchmark 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 		$363K Sell
940
-5
-0.5% -$1.85K 0.16% 62
2026
Q1 		$277K Buy
+945
New +$311K 0.16% 66
2025
Q3 		$390K Buy
+1,206
New +$375K 0.23% 60
2025
Q1 		$776K Sell
1,784
-578
-24% -$232K 0.5% 49
2024
Q4 		$871K Sell
2,362
-92
-4% -$38.5K 0.57% 43
2024
Q3 		$1.28M Buy
2,454
+81
+3% +$43.3K 0.91% 33
2024
Q2 		$1.29M Sell
2,373
-225
-9% -$119K 0.93% 31
2024
Q1 		$1.35M Sell
2,598
-1,472
-36% -$732K 1.06% 27
2023
Q4 		$1.92M Sell
4,070
-63
-2% -$29.1K 1.78% 17
2023
Q3 		$1.8M Sell
4,133
-66
-2% -$29.9K 1.82% 15
2023
Q2 		$1.87M Sell
4,199
-45
-1% -$20.8K 1.72% 18
2023
Q1 		$1.95M Sell
4,244
-210
-5% -$99.9K 2% 15
2022
Q4 		$2.28M Buy
4,454
+63
+1% +$32K 2.41% 6
2022
Q3 		$2M Sell
4,391
-322
-7% -$154K 2.15% 12
2022
Q2 		$2.27M Sell
4,713
-225
-5% -$111K 2.37% 7
2022
Q1 		$2.43M Buy
4,938
+3
+0.1% +$1.37K 1.82% 9
2021
Q4 		$2.29M Buy
+4,935
New +$2.08M 1.89% 13

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

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

Benchmark Investment Advisors reduced its Elevance Health (ELV) stake by 0.53% in Q2 2026, selling an estimated $1.85K and leaving 940 shares worth $363K. The position accounts for 0.16% of the portfolio, ranked #62.

Benchmark Investment Advisors first reported a position in ELV in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.43M in Q1 2022. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Benchmark Investment Advisors held 940 shares of Elevance Health worth $363K as of Q2 2026.
  • Benchmark Investment Advisors sold 5 Elevance Health shares in Q2 2026, an estimated $1.85K.
  • Elevance Health made up 0.16% of Benchmark Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Benchmark Investment Advisors first reported a position in Elevance Health in Q4 2021 and has held it in 17 quarters since.
  • Benchmark Investment Advisors's Elevance Health position peaked at $2.43M in Q1 2022.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.