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CBIZ Investment Advisory Services’s Elevance Health ELV Stock Holding History

CBIZ Investment Advisory Services’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 		$1.17K Hold
4
– – ﹤0.01% 381
2026
Q1 		$1.17K Sell
4
-81
-95% -$26.6K ﹤0.01% 381
2025
Q4 		$29.8K Buy
85
+11
+15% +$3.72K ﹤0.01% 206
2025
Q3 		$23.9K Sell
74
-16
-18% -$4.98K ﹤0.01% 229
2025
Q2 		$35K Buy
90
+76
+543% +$30.6K ﹤0.01% 170
2025
Q1 		$6.09K Buy
14
+9
+180% +$3.61K ﹤0.01% 377
2024
Q4 		$1.84K Buy
+5
New +$2.09K ﹤0.01% 399

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

CBIZ Investment Advisory Services's ELV Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Elevance Health (ELV) position steady in Q2 2026 at 4 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

CBIZ Investment Advisory Services first reported a position in ELV in Q4 2024 and has held it in 7 quarters since. The position peaked at $35K in Q2 2025. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • CBIZ Investment Advisory Services held 4 shares of Elevance Health worth $1.17K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Elevance Health share count unchanged in Q2 2026.
  • Elevance Health made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #381 holding.
  • CBIZ Investment Advisory Services first reported a position in Elevance Health in Q4 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's Elevance Health position peaked at $35K in Q2 2025.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.