CAL
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Capital Advisors Ltd’s Elevance Health ELV Stock Holding History

Capital Advisors Ltd’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 		$97K Buy
251
+1
+0.4% +$371 0.01% 399
2026
Q1 		$73K Sell
250
-12
-5% -$3.94K 0.01% 437
2025
Q4 		$92K Buy
262
+11
+4% +$3.72K 0.01% 383
2025
Q3 		$81K Buy
251
+45
+22% +$14K 0.01% 400
2025
Q2 		$80K Sell
206
-14
-6% -$5.63K 0.01% 389
2025
Q1 		$96K Buy
220
+14
+7% +$5.62K 0.01% 345
2024
Q4 		$76K Sell
206
-37
-15% -$15.5K 0.01% 384
2024
Q3 		$126K Sell
243
-6
-2% -$3.21K 0.02% 316
2024
Q2 		$135K Buy
249
+1
+0.4% +$529 0.02% 313
2024
Q1 		$129K Buy
248
+20
+9% +$9.95K 0.02% 320
2023
Q4 		$108K Buy
228
+4
+2% +$1.85K 0.02% 326
2023
Q3 		$98K Buy
224
+13
+6% +$5.9K 0.02% 331
2023
Q2 		$94K Buy
211
+200
+1,818% +$92.3K 0.01% 344
2023
Q1 		$5K Sell
11
-195
-95% -$92.8K ﹤0.01% 674
2022
Q4 		$1K Buy
206
+197
+2,189% +$100K ﹤0.01% 983
2022
Q3 		$4K Buy
9
+2
+29% +$957 ﹤0.01% 670
2022
Q2 		$3K Buy
7
+1
+17% +$495 ﹤0.01% 617
2022
Q1 		$3K Buy
6
+4
+200% +$1.83K ﹤0.01% 609
2021
Q4 		$1K Buy
+2
New +$841 ﹤0.01% 652

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

Capital Advisors Ltd's ELV Position: Q2 2026 in Review

Capital Advisors Ltd increased its Elevance Health (ELV) stake by 0.4% in Q2 2026, buying an estimated $371 and bringing the position to 251 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #399.

Capital Advisors Ltd first reported a position in ELV in Q4 2021 and has held it in 19 quarters since. The position peaked at $135K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Capital Advisors Ltd held 251 shares of Elevance Health worth $97K as of Q2 2026.
  • Capital Advisors Ltd bought 1 Elevance Health share in Q2 2026, an estimated $371.
  • Elevance Health made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #399 holding.
  • Capital Advisors Ltd first reported a position in Elevance Health in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Elevance Health position peaked at $135K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.