BGAI
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Bruce G. Allen Investments’s Elevance Health ELV Stock Holding History

Bruce G. Allen Investments’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 		$28.6K Buy
74
+28
+61% +$10.4K 0.02% 358
2026
Q1 		$13.5K Sell
46
-24
-34% -$7.89K 0.01% 449
2025
Q4 		$24.5K Sell
70
-32
-31% -$10.8K 0.02% 368
2025
Q3 		$33K Sell
102
-231
-69% -$71.8K 0.02% 328
2025
Q2 		$130K Sell
333
-11
-3% -$4.42K 0.1% 119
2025
Q1 		$150K Buy
344
+70
+26% +$28.1K 0.12% 100
2024
Q4 		$101K Sell
274
-41
-13% -$17.2K 0.08% 141
2024
Q3 		$164K Buy
315
+3
+1% +$1.6K 0.13% 102
2024
Q2 		$169K Buy
312
+46
+17% +$24.3K 0.14% 86
2024
Q1 		$138K Buy
266
+4
+2% +$1.99K 0.11% 115
2023
Q4 		$124K Buy
+262
New +$121K 0.11% 120

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

Bruce G. Allen Investments's ELV Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Elevance Health (ELV) stake by 61% in Q2 2026, buying an estimated $10.4K and bringing the position to 74 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #358.

Bruce G. Allen Investments first reported a position in ELV in Q4 2023 and has held it in 11 quarters since. The position peaked at $169K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Bruce G. Allen Investments held 74 shares of Elevance Health worth $28.6K as of Q2 2026.
  • Bruce G. Allen Investments bought 28 Elevance Health shares in Q2 2026, an estimated $10.4K.
  • Elevance Health made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #358 holding.
  • Bruce G. Allen Investments first reported a position in Elevance Health in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Elevance Health position peaked at $169K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.