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Cambria Investment Management’s Elevance Health ELV Stock Holding History

Cambria Investment Management’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 		$9.96M Buy
+25,763
New +$9.55M 0.49% 50
2026
Q1 		– Sell
-609
Closed -$213K – 669
2025
Q4 		$213K Buy
+609
New +$206K 0.01% 577
2019
Q4 		– Sell
-16,684
Closed -$4M – 194
2019
Q3 		$4M Sell
16,684
-173
-1% -$47.4K 0.6% 75
2019
Q2 		$4.76M Buy
16,857
+1,166
+7% +$319K 0.73% 56
2019
Q1 		$4.5M Sell
15,691
-950
-6% -$275K 0.7% 63
2018
Q4 		$4.37M Sell
16,641
-1,696
-9% -$466K 0.74% 41
2018
Q3 		$5.03M Sell
18,337
-116
-0.6% -$30.1K 0.74% 33
2018
Q2 		$4.51M Buy
18,453
+17,381
+1,621% +$4.02M 0.67% 48
2018
Q1 		$236K Buy
+1,072
New +$252K 0.03% 250
2016
Q2 		– Sell
-14,566
Closed -$2.02M – 168
2016
Q1 		$2.02M Sell
14,566
-1,130
-7% -$151K 0.94% 25
2015
Q4 		$2.19M Sell
15,696
-1,250
-7% -$172K 0.88% 22
2015
Q3 		$2.37M Sell
16,946
-4,045
-19% -$608K 0.91% 14
2015
Q2 		$3.44M Buy
20,991
+220
+1% +$35.1K 1.05% 7
2015
Q1 		$3.21M Buy
20,771
+1,015
+5% +$145K 0.36% 13
2014
Q4 		$2.48M Buy
+19,756
New +$2.44M 0.89% 32

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

Cambria Investment Management's ELV Position: Q2 2026 in Review

Cambria Investment Management opened a new position in Elevance Health (ELV) in Q2 2026: 25,763 shares worth $9.96M. The stake represents 0.49% of the portfolio and ranks #50 among its holdings. This is a return to the name: Cambria Investment Management previously reported a position in ELV as recently as Q4 2025.

Cambria Investment Management first reported a position in ELV in Q4 2014 and has held it in 15 quarters since. 1,609 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Cambria Investment Management held 25,763 shares of Elevance Health worth $9.96M as of Q2 2026.
  • Elevance Health was a new Cambria Investment Management position in Q2 2026.
  • Elevance Health made up 0.49% of Cambria Investment Management's portfolio in Q2 2026, its #50 holding.
  • Cambria Investment Management first reported a position in Elevance Health in Q4 2014 and has held it in 15 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.