BEI
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Benjamin Edwards Inc’s Elevance Health ELV Stock Holding History

Benjamin Edwards Inc’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 		$1.59M Buy
4,105
+352
+9% +$131K 0.01% 642
2026
Q1 		$1.1M Sell
3,753
-223
-6% -$73.3K 0.01% 727
2025
Q4 		$1.39M Buy
3,976
+618
+18% +$209K 0.02% 606
2025
Q3 		$1.09M Buy
3,358
+1,215
+57% +$378K 0.01% 657
2025
Q2 		$834K Buy
2,143
+445
+26% +$179K 0.01% 690
2025
Q1 		$739K Sell
1,698
-393
-19% -$158K 0.01% 679
2024
Q4 		$772K Sell
2,091
-51,468
-96% -$21.5M 0.01% 692
2024
Q3 		$27.9M Buy
53,559
+50,603
+1,712% +$27M 0.41% 68
2024
Q2 		$1.6M Buy
2,956
+41
+1% +$21.7K 0.31% 86
2024
Q1 		$1.51M Buy
2,915
+333
+13% +$166K 0.3% 90
2023
Q4 		$1.22M Buy
2,582
+14
+0.5% +$6.47K 0.27% 109
2023
Q3 		$1.12M Buy
2,568
+2,367
+1,178% +$1.07M 0.26% 114
2023
Q2 		$89K Sell
201
-228
-53% -$105K 0.02% 404
2023
Q1 		$197K Buy
429
+75
+21% +$35.7K 0.05% 277
2022
Q4 		$182K Buy
354
+118
+50% +$59.9K 0.05% 268
2022
Q3 		$107K Buy
236
+89
+61% +$42.6K 0.03% 334
2022
Q2 		$71K Buy
147
+25
+20% +$12.4K 0.02% 387
2022
Q1 		$60K Buy
122
+31
+34% +$14.2K 0.02% 434
2021
Q4 		$42K Buy
91
+54
+146% +$22.7K 0.01% 434
2021
Q3 		$14K Buy
+37
New +$14.1K 0.01% 430

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

Benjamin Edwards Inc's ELV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Elevance Health (ELV) stake by 9.4% in Q2 2026, buying an estimated $131K and bringing the position to 4,105 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #642.

Benjamin Edwards Inc first reported a position in ELV in Q3 2021 and has held it in 20 quarters since. The position peaked at $27.9M in Q3 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Benjamin Edwards Inc held 4,105 shares of Elevance Health worth $1.59M as of Q2 2026.
  • Benjamin Edwards Inc bought 352 Elevance Health shares in Q2 2026, an estimated $131K.
  • Elevance Health made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #642 holding.
  • Benjamin Edwards Inc first reported a position in Elevance Health in Q3 2021 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's Elevance Health position peaked at $27.9M in Q3 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.