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Beutel, Goodman & Co’s Elevance Health ELV Stock Holding History

Beutel, Goodman & Co’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 		$224M Sell
578,463
-308,261
-35% -$114M 1.65% 28
2026
Q1 		$260M Buy
886,724
+68,828
+8% +$22.6M 1.76% 24
2025
Q4 		$287M Buy
817,896
+100,074
+14% +$33.8M 1.76% 27
2025
Q3 		$232M Sell
717,822
-35,831
-5% -$11.1M 1.4% 35
2025
Q2 		$293M Buy
+753,653
New +$303M 1.67% 33

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

Beutel, Goodman & Co's ELV Position: Q2 2026 in Review

Beutel, Goodman & Co reduced its Elevance Health (ELV) stake by 35% in Q2 2026, selling an estimated $114M and leaving 578,463 shares worth $224M. The position accounts for 1.65% of the portfolio, ranked #28.

Beutel, Goodman & Co first reported a position in ELV in Q2 2025 and has held it in 5 quarters since. The position peaked at $293M in Q2 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Beutel, Goodman & Co held 578,463 shares of Elevance Health worth $224M as of Q2 2026.
  • Beutel, Goodman & Co sold 308,261 Elevance Health shares in Q2 2026, an estimated $114M.
  • Elevance Health made up 1.65% of Beutel, Goodman & Co's portfolio in Q2 2026, its #28 holding.
  • Beutel, Goodman & Co first reported a position in Elevance Health in Q2 2025 and has held it in 5 quarters since.
  • Beutel, Goodman & Co's Elevance Health position peaked at $293M in Q2 2025.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Beutel, Goodman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.