Cerity Partners’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $76.4M | Buy |
197,493
+100,659
| +104% | +$37.3M | 0.09% | 187 |
|
|
2026
Q1 | $28.3M | Buy |
96,834
+902
| +0.9% | +$296K | 0.04% | 352 |
|
|
2025
Q4 | $33.6M | Buy |
95,932
+9,495
| +11% | +$3.21M | 0.05% | 298 |
|
|
2025
Q3 | $27.9M | Buy |
86,437
+2,041
| +2% | +$635K | 0.05% | 314 |
|
|
2025
Q2 | $32.8M | Buy |
84,396
+20,627
| +32% | +$8.3M | 0.06% | 261 |
|
|
2025
Q1 | $27.7M | Buy |
63,769
+704
| +1% | +$283K | 0.06% | 273 |
|
|
2024
Q4 | $24.6M | Sell |
63,065
-1,594
| -2% | -$667K | 0.05% | 276 |
|
|
2024
Q3 | $33.6M | Buy |
64,659
+10,678
| +20% | +$5.7M | 0.07% | 225 |
|
|
2024
Q2 | $29.2M | Sell |
53,981
-3,593
| -6% | -$1.9M | 0.08% | 217 |
|
|
2024
Q1 | $29.9M | Buy |
57,574
+5,274
| +10% | +$2.62M | 0.08% | 230 |
|
|
2023
Q4 | $24.7M | Buy |
52,300
+9,199
| +21% | +$4.25M | 0.08% | 215 |
|
|
2023
Q3 | $18.8M | Sell |
43,101
-7,077
| -14% | -$3.21M | 0.09% | 200 |
|
|
2023
Q2 | $22.3M | Sell |
50,178
-9,038
| -15% | -$4.17M | 0.09% | 212 |
|
|
2023
Q1 | $27M | Buy |
59,216
+1,216
| +2% | +$579K | 0.06% | 204 |
|
|
2022
Q4 | $30M | Buy |
58,000
+22,760
| +65% | +$11.6M | 0.19% | 119 |
|
|
2022
Q3 | $16M | Buy |
35,240
+39
| +0.1% | +$18.7K | 0.19% | 106 |
|
|
2022
Q2 | $17M | Buy |
35,201
+33,092
| +1,569% | +$16.4M | 0.19% | 112 |
|
|
2022
Q1 | $1.04M | Sell |
2,109
-828
| -28% | -$378K | 0.02% | 441 |
|
|
2021
Q4 | $1.36M | Buy |
2,937
+1,755
| +148% | +$738K | 0.02% | 383 |
|
|
2021
Q3 | $441K | Sell |
1,182
-106
| -8% | -$40.3K | 0.01% | 490 |
|
|
2021
Q2 | $492K | Hold |
1,288
| – | – | 0.01% | 472 |
|
|
2021
Q1 | $462K | Sell |
1,288
-2,480
| -66% | -$798K | 0.01% | 465 |
|
|
2020
Q4 | $1.21M | Sell |
3,768
-381
| -9% | -$117K | 0.04% | 283 |
|
|
2020
Q3 | $1.11M | Buy |
4,149
+1,279
| +45% | +$344K | 0.05% | 233 |
|
|
2020
Q2 | $755K | Sell |
2,870
-456
| -14% | -$122K | 0.04% | 232 |
|
|
2020
Q1 | $755K | Buy |
3,326
+322
| +11% | +$87.8K | 0.05% | 244 |
|
|
2019
Q4 | $907K | Sell |
3,004
-2,353
| -44% | -$648K | 0.05% | 253 |
|
|
2019
Q3 | $1.29M | Buy |
5,357
+873
| +19% | +$239K | 0.08% | 218 |
|
|
2019
Q2 | $1.27M | Sell |
4,484
-2,104
| -32% | -$575K | 0.08% | 207 |
|
|
2019
Q1 | $1.89M | Sell |
6,588
-1,377
| -17% | -$398K | 0.13% | 170 |
|
|
2018
Q4 | $2.09M | Buy |
7,965
+1,434
| +22% | +$394K | 0.14% | 153 |
|
|
2018
Q3 | $1.79M | Buy |
6,531
+3,870
| +145% | +$1M | 0.12% | 179 |
|
|
2018
Q2 | $633K | Buy |
+2,661
| New | +$616K | 0.05% | 291 |
|
Other funds holding ELV
VCM
VPM
Cerity Partners's ELV Position: Q2 2026 in Review
Cerity Partners increased its Elevance Health (ELV) stake by 104% in Q2 2026, buying an estimated $37.3M and bringing the position to 197,493 shares worth $76.4M. The position accounts for 0.09% of the portfolio, ranked #187.
Cerity Partners first reported a position in ELV in Q2 2018 and has held it in 33 quarters since. 1,475 funds tracked by Wall St. Rank hold ELV as of Q2 2026.
- Cerity Partners held 197,493 shares of Elevance Health worth $76.4M as of Q2 2026.
- Cerity Partners bought 100,659 Elevance Health shares in Q2 2026, an estimated $37.3M.
- Elevance Health made up 0.09% of Cerity Partners's portfolio in Q2 2026, its #187 holding.
- Cerity Partners first reported a position in Elevance Health in Q2 2018 and has held it in 33 quarters since.
- 1,475 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.