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Catherine Avery Investment Management’s Elevance Health ELV Stock Holding History

Catherine Avery 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 		$5.03K Buy
+13
New +$4.82K ﹤0.01% 137
2026
Q1 		– Sell
-13
Closed -$4.56K – 123
2025
Q4 		$4.56K Hold
13
– – ﹤0.01% 121
2025
Q3 		$4.2K Hold
13
– – ﹤0.01% 125
2025
Q2 		$5.06K Hold
13
– – ﹤0.01% 120
2025
Q1 		$5.65K Hold
13
– – 0.01% 113
2024
Q4 		$4.8K Buy
+13
New +$5.44K ﹤0.01% 114

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

Catherine Avery Investment Management's ELV Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Elevance Health (ELV) in Q2 2026: 13 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in ELV as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in ELV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.65K in Q1 2025. 1,600 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Catherine Avery Investment Management held 13 shares of Elevance Health worth $5.03K as of Q2 2026.
  • Elevance Health was a new Catherine Avery Investment Management position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #137 holding.
  • Catherine Avery Investment Management first reported a position in Elevance Health in Q4 2024 and has held it in 6 quarters since.
  • Catherine Avery Investment Management's Elevance Health position peaked at $5.65K in Q1 2025.
  • 1,600 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.