BHPW
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Beverly Hills Private Wealth’s Elevance Health ELV Stock Holding History

Beverly Hills Private Wealth’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 		$7.87M Buy
20,350
+775
+4% +$287K 1.5% 17
2026
Q1 		$5.73M Buy
19,575
+2,698
+16% +$887K 0.95% 26
2025
Q4 		$5.92M Sell
16,877
-1,469
-8% -$496K 1.01% 22
2025
Q3 		$5.93M Buy
18,346
+3,800
+26% +$1.18M 1.05% 17
2025
Q2 		$5.66M Buy
14,546
+994
+7% +$400K 1.06% 17
2025
Q1 		$5.89M Buy
13,552
+1,755
+15% +$705K 1.17% 14
2024
Q4 		$4.35M Buy
11,797
+2,459
+26% +$1.03M 0.88% 23
2024
Q3 		$4.86M Buy
9,338
+1,895
+25% +$1.01M 0.98% 20
2024
Q2 		$4.03M Buy
7,443
+1,346
+22% +$711K 0.88% 26
2024
Q1 		$3.16M Buy
6,097
+1,510
+33% +$751K 0.73% 30
2023
Q4 		$2.16M Buy
4,587
+510
+13% +$236K 0.56% 48
2023
Q3 		$1.78M Sell
4,077
-3,049
-43% -$1.38M 0.53% 53
2023
Q2 		$3.3M Buy
7,126
+3,703
+108% +$1.71M 0.54% 57
2023
Q1 		$1.57M Buy
3,423
+524
+18% +$249K 0.49% 59
2022
Q4 		$1.49M Buy
+2,899
New +$1.47M 0.65% 50

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's ELV Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Elevance Health (ELV) stake by 4% in Q2 2026, buying an estimated $287K and bringing the position to 20,350 shares worth $7.87M. The position accounts for 1.5% of the portfolio, ranked #17.

Beverly Hills Private Wealth first reported a position in ELV in Q4 2022 and has held it in 15 quarters since. 1,612 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Beverly Hills Private Wealth held 20,350 shares of Elevance Health worth $7.87M as of Q2 2026.
  • Beverly Hills Private Wealth bought 775 Elevance Health shares in Q2 2026, an estimated $287K.
  • Elevance Health made up 1.5% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Beverly Hills Private Wealth first reported a position in Elevance Health in Q4 2022 and has held it in 15 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.