BFPW
ELV icon

BOK Financial Private Wealth’s Elevance Health ELV Stock Holding History

BOK Financial 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 		$4.25K Buy
+11
New +$4.08K ﹤0.01% 519
2025
Q3 		– Sell
-82
Closed -$31.9K – 404
2025
Q2 		$31.9K Buy
+82
New +$33K ﹤0.01% 285
2025
Q1 		– Sell
-5
Closed -$1.84K – 536
2024
Q4 		$1.84K Buy
+5
New +$2.09K ﹤0.01% 452
2024
Q1 		– Sell
-61
Closed -$28.8K – 485
2023
Q4 		$28.8K Hold
61
– – ﹤0.01% 296
2023
Q3 		$26.6K Hold
61
– – ﹤0.01% 280
2023
Q2 		$27.1K Sell
61
-24
-28% -$11.1K ﹤0.01% 273
2023
Q1 		$39.1K Buy
85
+5
+6% +$2.38K ﹤0.01% 255
2022
Q4 		$41K Sell
80
-30
-27% -$15.2K ﹤0.01% 244
2022
Q3 		$50K Sell
110
-16
-13% -$7.66K ﹤0.01% 246
2022
Q2 		$61K Sell
126
-1,370
-92% -$678K 0.01% 238
2022
Q1 		$735K Buy
1,496
+273
+22% +$125K 0.05% 148
2021
Q4 		$567K Buy
1,223
+131
+12% +$55.1K 0.04% 158
2021
Q3 		$407K Buy
1,092
+211
+24% +$80.2K 0.03% 167
2021
Q2 		$336K Buy
881
+168
+24% +$64.2K 0.03% 167
2021
Q1 		$256K Buy
+713
New +$229K 0.02% 169
2019
Q1 		– Sell
-1,083
Closed -$284K – 128
2018
Q4 		$284K Buy
+1,083
New +$298K 0.04% 88

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

BOK Financial Private Wealth's ELV Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Elevance Health (ELV) in Q2 2026: 11 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in ELV as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in ELV in Q4 2018 and has held it in 16 quarters since. The position peaked at $735K in Q1 2022. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • BOK Financial Private Wealth held 11 shares of Elevance Health worth $4.25K as of Q2 2026.
  • Elevance Health was a new BOK Financial Private Wealth position in Q2 2026.
  • Elevance Health made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #519 holding.
  • BOK Financial Private Wealth first reported a position in Elevance Health in Q4 2018 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's Elevance Health position peaked at $735K in Q1 2022.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.